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Managing Your Business, Part 1

Based on a tried and true system of management used successfully by U.S. and international companies, this program can increase your internal performance, customer service and satisfaction, and your bottom line by as much as 20-25%.

You will learn how to identify and evaluate the "critical points for success," how to implement proper procedures, and how to control the information and processes that will ensure success. Properly implemented, this management methodology can change the direction of a department, district, or your whole company.

Join the 5000+ companies in the U.S. alone who have used this "management system" to create their own success story!

The full program agenda includes:

1. The "management system" and how it will work for you
2. Your company and its evolution
3. Your company's performance vs. comparable companies in the industry
4. Hard questions on current management structure and company organization
5. The importance of management participation and support
6. Defining "critical points for success" in your business
7. Corrective actions for the management control process
8. Customer service procedures
9. Setting up policy guidelines
10. Delineating roles and responsibilities
11. Evaluating resources - $'s and people
12. Establishing training goals
13. Communicating management's support for the process
14. Setting up checks and balances - the audit process
15. Accepting responsibility for the process

Managing Your Business, Part 2

This program is designed for mid-level managers and all staff involved in the operational activities of the company. It is based on a well proven management system used successfully by thousands of U.S. and international companies, and can increase your company's internal performance, customer service and satisfaction, and your bottom line by 20-25%. This is a "must" for companies doing business in today's competitive and rapidly changing business environment.

Managers and staff will learn how to identify and evaluate "critical points for success" within their departments and/or functional areas, how to implement proper procedures, and how to control the information and processes that will ensure success.

This precise methodology for performing operational activities further results in a dramatic increase in staff morale and motivation through ownership of the process, reduced wastage in time and materials, and a customer base that keeps coming back for more.

The full program agenda includes:

1. Review of current processes
2. How processes roll up to impact and meet company goals and objectives
3. Identify and define "critical points for success"
4. Making a commitment
5. Define activities, terms, and/or quality that need to be achieved
6. Documenting the process
7. Functional/departmental coordination
8. Meeting objectives - verification
9. Meeting objectives - review
10. Ways of improving service
11. Follow-up procedures
12. Taking responsibility

Coaching, Giving Feedback and Performance Management Boot Camp for Audit, Risk and Finance Managers

This two-four day course is performance management at the individual level.  Contact us if interested in performance management and measurement at the group and organizational levels as well.  Click here for full outline.

Performance Management and Coaching Skills for Auditors (4.5 days)

This program is a comprehensive introduction to results-based performance management, goal setting and coaching skills for all levels of management.  (Please Contact Us for a full outline.)  Course topics include:

1. Overview
2. Performance Leadership:  Before You Start Managing Individual Performance
3. The Performance Management System:  The Step-by-Step Process for Managing Performance and Coaching Effectively
4. Coaching and Giving Feedback:  Set Up and Styles
5. Three approaches for giving feedback and coaching, depending on the situation (and time) and when to use each one

This is a highly interactive seminar with practice, practice, practice throughout the course.

Building Collaborative Partnerships Across the Organization

Most auditors realize that communication skills are just as important to successful audits as technical skills.  However, most don't consider that an indirect but equally powerful reason for excellent communication skills is because they ultimately increase the ability to collaborate with others to accomplish tasks and achieve results.  And feeling you are genuinely part of a partnership or collaborative effort is much more fun, and gets you much better information for your audit- than not.

This workshop will cover the important issues related to building partnerships with others across the organization, addressing the unique issues that those in audit especially face in detail.  Participants will learn:

1. Networking skills
2. Non-manipulative persuasive communication skills
3. Many strategies for managing both their own emotions and others
4. The behaviors that actually create the perception and the reality that you are collaborative in your approach.
5. At the same time, participants will actually feel an increased sense of self-empowerment and leadership as they see themselves obtaining better results while increasing professionalism.

The session is highly geared towards information-sharing and interactive exercises, for a very full and practical session with a strong focus on increasing self-awareness and communication skill level.  We promise this: being able to be both collaborative and able to provide real solutions to real problems is the best marketing tool you can have in your company.

Developing High-Performing, Results-Based Teams

Developing and Implementing High-Performance Teams is a practical, step by step system for developing and sustaining a high performing team. This method teaches a team, and each person within a team, to dramatically improve relationships, planning, quality and productivity.  It can even improve your organization's culture when used properly.  In this session you will learn:

1. A step by step process for creating and/or building upon a high-performing team at any level and with any group (i.e.; management teams, project teams, departmental teams, cross-functional teams)..
2. The power and importance of accountability in teams, and what that means.
3. A few words on a quicker and much easier way to develop vision and/or missions and how to actually use them as valuable tools for teamwork.
4. A powerful process for addressing the "difficult people" issues that come up when people work together.
5. A powerful process for setting up goals and key performance indicators (or critical success factors) and how to measure progress towards results.
6. Important comments about facilitating this process, when it may be necessary to use an outside expert, and how to know you are getting a truly qualified person to help you.

This is a very meaty session jam-packed with information you will not want to miss.  The results attained are long lasting and measurable; it is effective for any type of team, including management teams. Our system of team development is often used company-wide to transform the organizational culture into both a customer- and team-driven environment. It will increase your bottom line.

Leadership and Communication Skills for CAEs and Audit Managers

This is your opportunity to create and maintain efficient, effective and motivated teams of auditors, maximize audit team performance by focusing on the needs of the individual and the team, understand human behavior and ways to deal more effectively with a variety of individuals, improve your ability to communicate with the audit team and your clients.  (Please Contact Us for a full outline.)  The course covers:

1. Leadership
2. Motivation
3. Social styles of leaders
4. Relationship management
5. Communication techniques
6. Decision making, delegation, and problem solving
7. Performance management

Giving Bad News to Clients/Employees

One of the hardest parts of being an auditor is when you have to give "bad news" to a client:  there is a finding and, yes, it does have to be reported.  Equally, one of the hardest responsibilities of the audit, finance or risk supervisor or manager is when you have to tell someone who works for you that they are not performing as well as you feel they could.  As a breakout session, the focus is on the communication skills needed to give difficult feedback.  As a seminar, this session focuses on both the communication skills and also the procedures that need to be put in place to make both giving and receiving bad news as constructive a process as possible.  All content is tailored to the group, be it managers, executives or in-charges.  Good managers know how to give bad news.

In the seminar you will learn:

1. How to set up a very simple system for managing performance, continuous communication, and preventing problems
2. Understanding, and getting to, the real problem(s) when they arise
3. Taking positive and proactive action to address the issue(s)
4. A step-by-step process for giving bad news in any type of management situation
5. Specific steps for handling specific types of difficult situations and employees
6. What to do when you have to prepare for dismissing an employee
7. How to build a good strong employee (or audit) team to minimize many workplace problems in the future

A Step by Step Process for Contracting with Audit Clients on Special Projects

Many auditors in both public and private organizations are moving towards assignments that are not strictly audits.  Assisting clients in developing new processes with effective controls is one example of many where auditors fall outside their traditional role, sometimes moving away from auditing all together to a more consultative role.  Wherever auditors assist management and employees to develop or document business processes and create controls, special contracting conversations are needed to make sure everyone's expectations are discussed and audit independence is maintained.

In this session, you will learn:

1. The seven step process for contracting for special projects
2. The specific role(s) of the auditor on these projects
3. Potential traps to avoid
4. Scripts you can modify to assist you on how to communicate expectations and needs surrounding the project
5. Discussions on how to maintain objectivity
6. How to use these projects to build better customer relationships with internal audit without compromising independence
7. A chance to prepare for a meeting with a client using the scripts provided