| Program Name |
Audience |
Type |
Brief Content Outline |
Branch Sales Training for Banks
Read
more about Branch Sales Training for Banks
|
BANKS:
Tellers
New Accounts
Branch Managers
|
Self-directed learning |
Three Employee Booklets (Download
the outline)
- It Takes a Village: Getting it Right From the Beginning
- Product Greetings Customer Cues and Formula for Sales Succe$$
- Tickler System and Follow-up Actions
Branch Manager's Kit (Download
an excerpt)
- Keys to Program Success
- Coaching Checklists
- Coaching Tools & Tactics
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Branch Sales Training for Credit Unions
Read
more about Branch Sales Training for Credit Unions
|
CREDIT UNIONS:
MSRs
New Accounts
Branch Managers
|
Self-directed learning |
Three Employee Booklets (Download
the outline)
- It Takes a Village: Getting it Right From the Beginning
- Product Greetings Member Cues and Formula for Sales Succe$$
- Tickler System and Follow-up Actions
Branch Manager's Kit (Download
an excerpt)
- Keys to Program Success
- Coaching Checklists
- Coaching Tools & Tactics
|
| Program Name |
Audience |
Type |
Brief Content Outline |
A.C.T. for Business Banking Sales Success
Click
to download the brochure (PDF)
|
General, all levels of management and staff |
Workshop or team meeting |
HOW to:
- Forecast sales
- Identify and prioritize clients and prospects
- Prepare for the initial sales call
- Execute the initial sales call
- Prepare for the second appointment
- Execute the second appointment
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Plan and A.C.T.:
Basics of Outstanding Team Performance
|
General, all levels of management and staff |
Workshop or team session |
Do team projects frequently miss the mark - failing
to finish on time, within budget and with the support of management
and team? This program goes beyond theory to the HOW (from "talk"
to "walk") of top team performance.
In this interactive workshop, your team will learn HOW to:
- Select the right team
- Agree on the end result and how it supports strategic plan
- Negotiate the details
- Agree on the actions
- Execute
- Motivate and manage the team and sub-team.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Strategic Planning:
See It, Believe It, Make It Real
|
Executive and senior management |
Executive session |
Our Strategic Planning sessions are working sessions with involvement from
all participants. The sessions are focused on delivering a sustainable and
repeatable business plan for success.
Our model takes off from what your company has already invested time and
energy in and fine-tunes it with the current realities of the marketplace.
Once the strategy is approved by the company then we help to ensure
alignment of its goals and objectives throughout the organization.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Goal Setting:
Aligning Goals with Strategy, Metrics and Accountability
|
Senior management
Middle management and supervisors
Team leaders
Project managers
|
Workshop or senior management team meeting |
Alignment is the name of the game in this area. How many times have
you set goals to be later disappointed in their results?
Goal setting is not the problem; communication, understanding and buy-in
are the golden rules. An absolute non-negotiable is the presentation of
goals from all team members to ensure alignment to department, region,
division and company objectives.
The "how" for attaining the goals, metrics and accountability are the
keys to success.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Got Culture?
Building Profitability Through Satisfied Employees and Satisfied Customers
|
All levels of managers and supervisors
Employees
|
Workshop, retreat or team meeting |
Culture is the "personality" of your organization. It's what guides how employees think,
act and feel. According to recent studies, it may just be the single most important
ingredient in your success or failure.
Culture affects employee loyalty, which affects customer loyalty which directly
affects the bottom line. In this program, participants learn:
- What organizational culture is
- Why it's important
- Who's accountable
- What it looks like when it's right
- How to work as a team to foster and/or change it to fit your organization.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Team Building:
Developing Trust, Talent and Tenacity
|
All levels of managers and supervisors
New managers
Team leaders
Project managers
|
Workshop, retreat or team meeting |
Is everyone pulling together all the time to get the results you want?
Nearly every effort requires a team. To operate successfully, you need team members'
buy-in and support. In this program, your team will learn and practice HOW to:
- Positively position a project so others will want to participate
- Develop trust by gaining consensus on goals and process, demonstrating confidence and respect and delivering on promises
- Develop talent by choosing the right team members, setting viable but challenging individual expectations, monitoring progress and providing support
- Foster tenacity by modeling a simple, sustainable and repeatable model for success.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Team Management Skills:
Motivating, Modeling and Monitoring
|
All levels of managers and supervisors
New managers
Team leaders
Project managers
|
Workshop, retreat or team session |
Content experts frequently are chosen to head teams. Technical knowledge alone, however,
is not sufficient. Effective team leaders must also know how to lead and manage.
In this interactive session, participants learn HOW to get the best team results by:
- Applying appropriate motivating techniques
- Modeling a simple, sustainable and repeatable process for team success
- Monitoring results and providing effective feedback.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Team Leadership Skills:
Defining, Designing and Developing
|
All levels of managers and supervisors
New managers
Team leaders
Project managers
|
Workshop, retreat or team session |
Leaders are people that others want to follow. Great leaders apply process as well as promise.
Lead your team to greater success with a conscious, proven approach that taps into the
groups' talents and skills. Consensus builds commitment.
In this interactive session, participants learn HOW to help the team:
- Define the project
- Design the solution
- Develop competence so goals are met and individual effectiveness is increased.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Change Management Skills:
Everyone's Opportunity, Everyone's Job
|
General audience, all levels |
Workshop, retreat or team session |
Change is the single most difficult thing anyone has to manage. It's easier when there's
an understandable process and everyone is on board. Your team will learn:
- The importance of being able to change quickly in concert with the organization
- The opportunities open to those who know how to change
- How to apply a simple, repeatable group process that gets consensus, commitment and concerted action.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Communications Skills:
Top-down, Bottom-up and Side-to-side©
|
General audience, all levels |
Workshop or team session |
How well-developed are the lines of communication in your organization? Not great?
You're not alone.
Lack of effective communication is the single biggest problem in today's business
environment. Using a few simple practices consistently will greatly decrease confusion
and increase the odds that teams are in alignment with strategic goals and with each other.
Your team will learn HOW to:
- Make effective communication a priority
- Avoid costly mistakes by asking the right questions up front
- Gain group consensus for action
- Develop a communications plan that leaves nothing to chance.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Time Management:
From Precise Planning to Excellent Execution
|
General audience, all levels |
Workshop or team session |
Do your teams take longer than they should to get the results you want?
Lack of effective time management results in wasted resources and loss in profits.
This is largely avoidable if everyone practices some simple principles.
Your team will learn HOW to:
- Get tasks and projects off to the right start by asking the right questions up front
- Save time through careful advance planning
- Save time and effort by getting everyone in agreement
- Stay focused on the desired end results throughout the execution phase.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Consulting Skills for the Internal Consultant:
Building Your "TIC" (Technical, Interpersonal and Consulting) Proficiency
|
Middle management and supervisors
Team leaders
Project managers
|
Workshop or team session |
Many internal consultants believe clients engage them simply for their specialized
expertise. But it's not that simple. Before consultants can start implementing solutions,
they must thoroughly understand clients' expectations, constraints and business culture.
They must know how to communicate and deal with issues such as internal competition,
conflicting agendas and lack of sponsorship.
Everyone's a consultant. To do a good job, professionals need three kinds of skills:
technical, interpersonal and consulting. In this program, professionals learn HOW to
increase their efficiency and effectiveness by:
- Increasing the quality and quantity of communications with internal clients
- Assisting business partners with developing their vision and goals
- Negotiating detailed and viable action plans that gain consensus and accountability for results
- Troubleshooting problems to get things back on track.
|
| Program Name |
Audience |
Type |
Brief Content Outline |
Manage Your Own Career:
Building Your "E3"
(Excellent, Engaging and Entrepreneurial) Skills
|
General audience, all levels |
Workshop |
It's a new workplace for both employers and employees. The challenge for employers is
to recruit, manage and retain top-performing workers. The challenge for employees is
to manage their own careers in an ever-changing environment. In this program,
employers can offer something of value to their employees. Employees learn HOW
to boost effectiveness and enjoyment of work by:
- Increasing knowledge, skills and abilities in their job, organization and industry
- Taking ownership of a career path within their organization
- Enhancing professional relationships both inside and outside the organization.
|
