Ed Ebreo's Training List
Ed Ebreo's Training List
Ed Ebreo's Training List
Edwin C. Ebreo
(632)8933199 or (63918)9399394
Page
Contents
About Edwin Ebreo ........................................................................................................................................................... 3 Our Methodology ............................................................................................................................................................... 4 We offer more than training ......................................................................................................................................... 4 High Performance Team Leadership ............................................................................................................................... 5 Basic Leadership and Management Development Program (3-day Course) ............................................................. 7 Applying Situational Leadership ....................................................................................................................................... 9 Employee Performance Management Workshop ........................................................................................................ 11 Maintaining Discipline in the Workplace ...................................................................................................................... 14 Time Management Basics ................................................................................................................................................ 16 Interpersonal Communication ........................................................................................................................................ 18 Workplace Conflict Management ................................................................................................................................... 20 Training the Trainer Workshop ...................................................................................................................................... 22 Presentation Dynamics .................................................................................................................................................... 24 Selling Basics ..................................................................................................................................................................... 26 Bringing Creativity to the Workplace ............................................................................................................................ 27 Introduction to HR for HR & Non-HR ....................................................................................................................... 29 Service Excellence Workshop ......................................................................................................................................... 31 Work Attitude and Personal Effectiveness ................................................................................................................... 33 Organization-Wide Team Culture Building .................................................................................................................. 36 2-Day Management Team Building Outline ............................................................................................................ 38 2-Day Organization-wide Team Building ................................................................................................................. 40 Outplay! Amazing Race Type Team Building .............................................................................................................. 41 Survivor-Themed Team Building ................................................................................................................................... 43 Paintball War Games-Themed Team Building ............................................................................................................ 47 Strategic HR Team and Competency Building............................................................................................................. 49 Visioning Workshop ........................................................................................................................................................ 51 Leading and Managing Change ....................................................................................................................................... 53 Strategic Planning ............................................................................................................................................................. 57 About ExeQserve ............................................................................................................................................................. 60
Edwin C. Ebreo
(632)8933199 or (63918)9399394
Page
You may ask Ed for his CV detailing his career background and the number of courses and clients he already has.
Edwin C. Ebreo
(632)8933199 or (63918)9399394
Page
Our Methodology
We offer more than training
We offer you five reasons to avail of our service. 1. Customization we are eager to know more about your company and the target participants in order to enhance the accuracy of our program in addressing your employees real needs. 2. Preparation We believe that training and change go hand-in-hand. We prepare our participants for training by giving them a briefing and helping them prepare for the requirements of the training. Because of this approach, our participants are ready to jump in with both feet when they attend our training. 3. Engaging workshops We make sure that our courses are highly interactive. We employ the most interactive activities to help participants be more engaged and focused on learning. 4. Post-training report During our workshops, our facilitators carefully observe the behaviors of our participants and take notes of possible issues and challenges that may get in the way of application of learning. We also observe participants for demonstration of leadership, creativity and communication skills. These, together with the many outputs of the program are organized into a report together with our recommendations for next steps. This helps our clients keep tab of the participants learning and follow through. 5. Follow through session We offer a half-day session meeting with the participants one month after the session to find out how they applied the learning and what additional help they need so they can be more effective in their jobs.
Edwin C. Ebreo
(632)8933199 or (63918)9399394
Page
Target Participants New or upcoming supervisors, managers, team leaders who havent attended a basic training on leadership and management.
Edwin C. Ebreo
(632)8933199 or (63918)9399394
Page
Process Objectives Day 1 Know the course organization and apply house rules
Activities
Time
8:30 to 9:30
Identify ones strengths and areas Module 1 Strengthening Leadership Foundation for improvement as a leader Assessing your current leadership competencies Describe practices of high What high performance leaders do performance leaders o Modeling the way o Inspiring a shared vision Develop a personal leadership o Enabling others to act development agenda. o Challenging the process o Encouraging the heart Creating your high performance leadership agenda Day 2
Module 2 Facilitating Teamwork Describe the stages of team development and the roles leaders Leading from forming to high performing teams ( play at each stage Building team fundamentals Identify the five barriers to o Building trust teamwork and take appropriate o Encouraging open communication actions to remove them. o Getting commitment on goals and strategies o Building accountability for performance and behavior o Focusing the team on delivering results Describe the necessary mindset for high performance coaching Identify various coaching approaches and the situations where they are useful Apply situational leadership styles in coaching Develop a coaching plan to address a real coaching issue at work. Create a concrete plan to apply learning to work. Module 3: Coaching to improve performance Demonstrating the right coaching mindset Directive and nondirective coaching approaches Use of situational leadership approaches in improving performance. Implementing a coaching plan
8:30 to 12:00
1:00 to 5:00
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Edwin C. Ebreo
(632)8933199 or (63918)9399394
Page
Process Objectives Day 1 Know the course organization and apply house rules
Activities
Time
9:00 to 9:30
Shift Mindset from worker to leader Module 1 Transitioning to Leadership Role From Doer to Leader From Boss to Leader Key Responsibilities of a Leader o To the Team o To the Individual Members o To the Organization o Key Leadership Competencies and Qualities Overcoming Roadblocks to effective Leadership Describe the process in building teamwork Module 2 Understanding How Teams Work Understanding What a Team is 5 Stages of Team Development Building Blocks of Team Effectiveness Day 2 & 3 Describe basic supervisory and management tools Module 3: Supervisory and Management tools Planning Setting S.M.A.R.T. Objectives Programming and Scheduling Action Planning Leading Various Leadership Styles Situational Leadership Managerial Grid Motivating Organizing Appreciating structures Delegating and empowering Controlling Managing employee performance Coaching to improve performance Maintaining Discipline in the workplace Module 4 Communicating with your Team Basic Principles of Communication The Communication Process The Leader as a Listener Communicating to deal with Conflicts in Teams Closing
2:00 to 5:00
9:00 to 3:00
3:15 to 4:00
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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5:00
Course Outline
Time Day 1 9:00 to 10:00
Activity Introduction Ice Breaker: Leaders Wear Many Hats Leveling of expectations Overview of Situational Leadership Framework
Process Objectives Know the administrative details of the workshop Level expectations Appreciate the concept of situational leadership
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Activity Module 1: Diagnosis Assessing an individuals competence and commitment levels to determine how to build motivation, confidence and productivity Understanding the need for a specific leadership style based on the individuals needs in any given situation
Process Objectives Describe the steps involved in diagnosing employees developmental level and matching it with the appropriate leadership style/s
Module 2: Flexibility Becoming comfortable with a variety of leadership styles Directing Coaching Supporting Delegating Matching your leadership style to your people's and situations need Module 3: Partnering for Performance How to empower people to contribute their best to your organizations success Exploring new ways to open up communication and reach consensus with others Module 4: Taking the right action Transferring your new awareness and situational leadership skills into your work relationships and leadership responsibilities Practicepracticepractice
1:00 to 4:00
Describe the relationship that must be built to get from directing to delegating.
4:00 to 5:00
Identify projects to apply and practice situational leadership styles in the workplace.
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Please note that the success of this program is hinged on organizations performance management initiatives. The Performance Management System is an Organization Development intervention, without which, the training will be useless. Policy Design and implementation mechanisms Performance goal setting mechanisms (KRA, KPI, Competencies) Performance Monitoring techniques Developing employees capability to perform through training and coaching Appraising performance Rewarding and recognizing performance.
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Course Objectives At the end of the session, the participants are expected to be able to: Define Performance Management; Describe the requirements for the successful implementation of a performance management system. Describe the roles managers and employees play in the implementation of a performance management system. Understand the components of Performance Management and how each relates to their managerial or supervisory tasks; Go through the steps towards successful employee performance management.
In order to ensure effectiveness of the program, we shall employ various methodologies, which include participants briefing ahead of the workshop, post workshop report and a half day follow through session. Target Participants Managers who are planning to implement or enhance their existing performance appraisal system and those who need to have a better appreciation and skill in using it. Course Content
Process Objectives
Day 1 Define Performance Management Describe the importance of managing performance in contributing to the achievement of organizational goals. Describe the requirements for the successful implementation of a performance management system. Enumerate Activities involved in Planning Performance
Time
30 mins 1 hour
Activities
Opening Activities Overview of Performance Management Introduction of the Performance Management Concept Breaking traditional assumptions about performance The Roles of Organizational Leaders as Performance Managers Designing the System Designing the Performance Management Policy Change management and enablement of the people involved. Planning Performance Aligning Individual and Departmental Objectives with Organizational Objectives KRA, KPI and KPOs Clarifying behavioral expectations Seeking Understanding, Acceptance and Commitment
2 hours
2 hours
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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2 hours
2 hours
Performance Monitoring Measuring Performance based on standard Setting up a Performance Monitoring System Identifying Performance Gaps Setting up a performance feedback system Developing the Employees Capacity to Perform Various Activities Involved in Addressing Performance Gaps Training as an important tool for improving performance Leaders role in ensuring success of training Coaching as an effective tool for improving performance Understanding the Coaching Mindset Establishing an environment that is ideal for coaching Offering constructive feedback Appraising Performance Performance Appraisal Doing it right Guidelines for conducting performance appraisal interviews Setting Developmental Action plan to address performance gaps Rewarding and Recognizing Good Performance Impact of Rewards and Recognition Establishing a rewards and recognition program Individual Vs. Team-based reward Various Tactics for recognizing good performance Re-entry action planning.
3 hours
Go through the steps of appraising performance Pursue continuous performance improvement through the performance Use rewards and recognition to continuously motivate employees to perform
3 hours
1 hour
1 hour
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Course Objectives
Describe the role of Managers in instilling discipline within their respective teams Appreciate the company's code of discipline Go through each step of the company's disciplinary action procedures Identify the dos and don'ts of disciplining Activities Introduction Invocation Opening remarks Leveling of expectations Workshop Framework introduction Managers role in maintaining discipline Communicating your preference for compliance Modeling the way To act or not to act on noncompliance The hot stove rule Process Objectives Know the administrative details of the workshop Time 9:00 to 10:00
Describe the managers role in maintaining discipline and dealing with employee grievances
10:15 to 11:00
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Activities Understanding Company rules and regulations Code of discipline Schedule of Disciplinary Action Due process Progressive disciplining What the law says Employer rights Employee rights Going through the due process The show cause memo The investigation Issuing disciplinary action memos Getting the message across clearly Explaining the action Pointing out why the business requires a change of behavior The coaching component Ending on a hopeful note Dos and Donts in disciplining employees Case Work Closing
Process Objectives Familiarize themselves with the key elements of the companys rules and regulation
Distinguish between 11:00 to employer and employee 12:00 rights Go through each step of the due process Ensure that disciplinary action discussion lead to better behavior and performance Enumerate the dos and donts of grievance handling Apply learning to a hypothetical grievance situation 1:00 to 1:30 1:30 to 3:00
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Course Objectives:
At the end of the program, the participants should be able to: Understand the principle of Time Management Apply techniques learned in prioritization of work & activities Take control of things that derail work & personal productivity Develop an Action Plan for improved productivity
Course Details:
Time 9:00 to 10:00 a.m. Activities I. Introduction
Leveling of expectations Course Overview Establish house rules Introduction to Time Management
Activity Objectives Know the guidelines of the course Appreciate the importance of time management
10:15 to 12:00
Identify specific factors that impede employee productivity Take appropriate action in order to manage time wasters
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Activities Activity Objectives Apply tips and approaches on how to manage III. How Can I Manage My time effectively Time? Prioritizing The tyranny of the urgent The prioritization quadrant tool Making Plans that work! Activities in planning Planning tools o Action planning o Milestones o PERT Other planning and organizing tools Optimizing your primetime Circadian Rhythm Avoiding that jet-lagged feeling Mapping your Circadian Rhythm Delegating Effectively Reasons why it is useful to delegate Principles of Delegation FORWARD AGENDA Closing Create a plan to put learning into action
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Interpersonal Communication
Course Description:
Communication is the basis of all human interaction and for all group functioning. Every group must take in and use information. The very existence of a group depends on communication, on exchanging information and transmitting meaning. All cooperative action is contingent upon effective communication, and our daily lives are filled with one communication experience after another. Through communication members of groups reach some understanding of one another, build trust, coordinate their actions, plan their strategies, agree upon division of labor, and conduct all group activities ---even exchange insults. It is through communication that members interact, and effective communication is a prerequisite for every aspect of group functioning. (Joining together: Group Theory and Group Skills by David W. Johnson and Frank P Johnson, 1987,p.173) this proves just ho important communication is in the success of the organization. Poor communication can lead to performance and poor performance can lead to losses hence, a company cannot afford to have poor communication. The goal of this course is to help members of the team by equipping them with the necessary knowledge and skills for effectively conveying understanding.
Course Objectives:
At the end of this course, the participants are expected to: Appreciate the importance of communication in work success Identify various communication styles Pave the way for positive interactions Appreciate the art of active listening Anticipate and avoid common misunderstandings Practice assertive communication Manage challenging conversations
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Course Details:
Time 9:00 to 10:00 a.m. Activities Communication overview Communication and performance Pay-offs to effective communication Good communication lead to excellent customer service The communication process Barriers to effective communication Your communication rights and responsibilities Communication Styles Passive, Aggressive and Assertive communication Building your assertive communication Skills Activity Objectives
10:15 to 12:00
1:00 to 2:00
2:00 to 4:00
The art of listening What you need to know about listening Barriers to listening Building your active listening skills DEALING WITH CHALLENGING CONVERSATIONS Causes of conflicts Fixing your assumptions Blame game Building your skills in professionally dealing with challenging conversations FORWARD AGENDA
Anticipate and avoid common misunderstandings Identify the roadblocks that undermine your ability to communicate effectively Pave the way for positive interactions Anticipate and avoid common misunderstandings Appreciate the art of active listening Build greater relationship skills that emphasize trust and respect
Closing
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Activity Introduction Opening ceremony Energizer Workshop objectives Understanding Conflict Conflict Definition Levels of Conflict Tools of conflict resolution
9:30 to 10:30
Describe Conflict
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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10:45 to 12:00
The Win-Win Approach Stimulus activity How we behave in conflict A model for understanding behavior in conflict The principles of win-win approach When the win-win seems impossible Empathy Exploring the meaning of empathy Valuing Differences Detailed look at empathy blockers Introduction to empathy blockers Introduction to active listening Listening to gain information Asking questions Listening to give affirmation Listening when under attack Appropriate Assertiveness Distinguishing between aggressive, passive and assertive behaviors I Statements After an I Statement: Where to next? Conflict Norming Understanding norm Conflict management rules of engagement
1:00 to 3:00
3:15 to 4:30
4:30 to 5:30
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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General Objective:
At the end of the workshop, the participants are expected to enumerate and describe steps in the process of preparing and conducting training
Specific Objectives:
At the end of the training, the participants are expected to be able to: Explain the importance of training Describe the role of the trainer; enumerate and discuss the qualities of an effective trainer. Identify the key principles of Adult learning, approaches and styles. Identify the components of a training design; list down some techniques and methodologies suitable for training. Determine logistical requirements in organizing and conducting a training course Present a sample functional training design. Prepare a lesson plan. Enumerate tactics in effective presentation Enumerate steps in the facilitating learning process Identify ways to evaluate training effectiveness
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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This program was designed for anyone who wants to learn the basics and the magic of imparting knowledge to be able to achieve organizational success!
Process Objectives
Day 1
Activities
INTRODUCTION Introduction of Participants Setting/Leveling of expectation Course Overview House Rules Module 1: OVERVIEW OF TRAINING Training Definition and objectives Training Process/ Cycle Role of a Trainer Qualities of an Effective Trainer Identifying Training Needs Module 2: LEARNING PRINCIPLES Facts and Principles of learning Adult Learning Process Learning Approaches/Styles Module 3: TRAINING DESIGN Importance of designing a Training Steps in designing training Components of Training Design Formulating objectives Various training methodologies
Explain the importance of training Describe the role of the trainer; enumerate and discuss the qualities of an effective trainer. Shift to a Trainers Mindset Identify the key principles of Adult learning, approaches and styles Identify the components of a training design; list down some techniques and methodologies suitable for training. Determine logistical requirements in organizing and conducting a training course Day 2 Prepare a lesson plan.
Module 4: LESSON PLAN Importance of a Lesson Plan Elements of good Lesson Plan Preparation of a sample lesson plan Module 5: Presentation Rules Presentation design elements Presentation styles Platform skills Use of visual aids Conducting a Training Presentation Module 6: Techniques in Facilitating Learning The Facilitating Process Dos and Donts Module 7: Evaluations and Follow Through Reaction Level Learning Level Behavior Level Operational Impact Skill practice Course Summary Closing
Day 3 Enumerate steps in the facilitating learning process Describe some techniques for evaluating and ensuring application of learning in the workplace Apply the learning from the workshop
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Presentation Dynamics
They say..
Conducting a presentation or speaking before an audience is feared more than heights, flying or as mentioned in one survey even dying! Its crazy but if this is true most people would prefer to be lying in the casket than to give a eulogy. In the business world, however, there is no avoiding having to present a product, a report, or an idea. It is necessary, therefore, to have the confidence to be able to present effectively. Develop this confidence by developing your employees skills. Develop their skills by knowing what skills they already have. This workshop allows the participants the chance to assess and develop the presenter in them and put together an action plan to use techniques for getting their message across, keeping their audience interested and eliciting the desired reaction. The Workshop would be a two-day, week apart skills development training. It starts with a gap analysis of each learners presentation skills vis--vis the ideal. This analysis would enable the learner to develop a Skills Inventory, which may be used to identify areas for improvement. Effective presentation techniques and guidelines will be taught and demonstrated through a series of lectures and experiential activities. By the end of the workshop, each learner will demonstrate learning by simulating a workrelated presentation. The presentations will be videotaped and will be critiqued by the learner, the class, and the trainer. Feedback and the learners progress will be recorded in the Skills Inventory which will be used by the learner to identify further development needs, and track progress. Workshop Objectives By the end of the workshop, the learners would be able to: Assess their strengths and their areas for improvement as speakers and presenters Learn and practice techniques for effective presentations Manage interactions with the audience Respond effectively to difficult questions and situations Use presentation tools more effectively Build an action plan for developing their presentation skills in relation to their job requirements Pre-workshop requirement: Participants should prepare a 5-7 minute presentation with visual aids which they will use in the diagnostic activity at the beginning of the workshop.
Edwin C. Ebreo
(632)8933199 or (63918)9399394
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Presentation Dynamics
Course Content
Time 9:00 to 9:30 Topics Introduction - Opening Remarks - Ice Breaker - Guidelines and house rules - Leveling of expectations - Workshop Objectives Diagnostic Activity - Individual 3 to 5-min presentations and critiquing Facing the Presentation Challenge -Identifying problems with presentations Five Steps to Successful Presentation - Preparation - Prevention - Presentation - Practice - Pursuit Building the Presentation Skill - What makes an effective presenter - Use of body language/gestures - Vocal variation - Controlling nervousness and bad habits Getting Your Message Across - Using structure to strengthen the message - PREP, AIDA, SMG, PPF and Two-point patterns Developing Your Presentation Materials - Your Handouts - Audio Visual Materials and other equipment Managing your Audience - Dealing with different types of audience - Dealing with hecklers Putting It all together - Skill Practice - Feedback and Critique - Review of Skills Development Menu - Commitment Exercise Closing Activities Activity Objectives Know the objectives of the program and follow the house rules.
Assess the participants presentation strengths and areas for improvement Identify reasons why presentations fail Identify the five important steps to successful presentation
2:00 to 5:00
9:00 to 10:30
Describe techniques for structuring the presentation Describe ways to make the presentation materials contribute to the success of the presentation Identify tactics for dealing with different types of audiences. Practice all the skills shared in the program and make action plans for continuous improvement.
10:45 to 11:00
5:00
Selling Basics
Course Description
Persuading customers to part with their money may not be easy, but the actual process is a straight forward one. Whether one is selling to business or individual customers, the rules remain the same. Identify targets, understand customers needs, then sell the benefit of your products, handle objections and then close the sale. What happens as the process progress spells the difference between selling and not selling. An important ingredient in the success of any business is good selling. Without it, many sales are lost sales that may mean the difference between success and failure. This program will show participants and help them demonstrate creative selling techniques. This program will equip sales makers with the essentials of the selling process as a vital component of business operation. It will give them an understanding and appreciation of the attitudes and values that provide a winning sales edge using the time-tested Formula for Success.
Course Objectives: Bring out the salesperson in every individual Learn the different techniques in real estate selling system Understand professional real estate selling Be the best real estate sales professional that you can be
Course Details:
Time Activities 9:00 to 9:30 Presentation of Conceptual Framework and Course a.m. Objectives 9:30 to 12:00 1. Developing Your Selling Competencies Building a professional image Appropriate professional appearance Use of correct manners and etiquette Appropriate personal behavior Effective communications 1:00 to 4:30 2: Mastering the Selling Process Prospecting and Qualifying The Approach Presentation and demonstration of the product Handling objections Closing the deal Keeping your client happy long after the sales transpired 4:30 to 5:00 Closing Activity Objectives
Explain the importance of maintaining a positive professional sales image. Enumerate the characteristics of an effective Sales/Service Professional. Describe the steps necessary for a successful sales transaction
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Course Content Process Objectives Activities Introduction Opening remarks Leveling of expectations House Rules Module 1: Introduction to Creativity Creativity truth or false Understanding the creative process What one must do at each stage of the process Module 2: Removing Barriers to Creativity Recognizing key barriers Bringing in the antidotes to the lack of creativity Module 3: How to be Creative Catching Creativity Exploring for ideas The Creativity Challenge Inspiring Creativity Module 5: Moving from Creativity to Innovation Whats the difference? From thinking up new things to doing new things Time 8:30 to 9:00
Describe the prevailing perceptions about creativity Go through the four steps of the creative process Identify factors that hinder creativity and the keys that will unlock the participants creativity Describe ways to enhance creativity
9:00 to 11:00
11:00 to 2:00
2:00 to 5:00
5:00 to 6:00
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Course Objectives:
The goal of this learning session is to help HR and non-HR supervisors appreciate the roles they and HR play in; Getting the right people for the right jobs; Managing their performance ; Preparing them for bigger responsibilities; Maintaining Discipline in the workplace; and Retaining talents This orientation course is useful to those who are being given a human resource development and management assignment and those who wish to immerse their supervisors in HR work because they believe that people management should not be the sole province of the HR Department.
Course Details
Time 8:00 to 9:00 Topics Introduction Why HR/Line Synergy Works? The HR roles of Line Managers Needed HR Competencies for Line Managers Process Objectives Describe the role of HR Department in helping line managers/leaders manage their human resources Describe the roles and needed competencies of line managers in order to effectively carry out their people management tasks
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Topics Module 1: Recruitment Clarifying your hiring expectations Developing your interviewing skills Participating in the on-boarding process
Process Objectives
Explain the importance of setting all expectations clearly to avoid too much guesswork in recruitment process Identify steps in the screening process Demonstrate skills in using behavioral interviewing Describe the roles of line managers in the new employee on-boarding process. Describe steps in identifying employees learning needs. Identify tactics for addressing training needs Enumerate steps in preparing learners for training and following through with ongoing coaching and mentoring Identify steps in making full use of performance management to help improve peoples performance.
11:00 to 12:00
Module 2: Human Resource Development Identifying your staffs training needs Identifying tactics for addressing learning needs. Supporting training with ongoing coaching and mentoring Module 3: Performance Management Setting performance goals Monitoring performance Developing capacity to perform Appraising performance Rewarding and recognizing performance Module 4: Employee Career and Succession Planning Career planning Succession planning
1:00 to 3:00
3:15 to 4:30
Describe the importance of career planning in keeping employees engaged. Describe the importance of succession planning in avoiding disruptions in the company due to employee departure Identify tactics for career planning and the roles managers play in the process. Explain the importance of line management participation in policy making and implementation Describe needed compliance to regulatory requirement when addressing company policy violations. Identify the necessary next steps in order to apply learning to the workplace.
4:30 to 5:30
Module 5: Maintaining Discipline in the workplace Line managers role in writing policies Ensuring compliance in the workplace Maintaining discipline Re-entry Action Plan Putting learning to action
5:30 to 6:00
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Course Objectives:
Imbibe the philosophy of total customer satisfaction; Understand and accept the challenge that the best way to increase sales and profitability is to satisfy the customers with its products and services; Identify opportunities for service excellence. Shift one's mindset and attitude towards a full customer-oriented or focused individual; Analyze the process capability and eliminate snags in the process cycle; Obtain the skills in identifying customer's requirements and expectations and understand their motivational needs; Learn effective methods of interfacing with customers and handling irate customers.
Course Details:
Time 30 mins Activities Introduction: - Opening Activities - Leveling of expectations - Program objectives - House rules - Ice breaker activity Module 1: Customer Service Overview Stepping in to the customers shoes Defining Customer Service, Customer Expectations, wants and needs Objectives Understand the details of the program Level expectations Activity Description
2 hours
Describe Customer service and customer expectations Identify the participants external and internal customers and their responsibilities for each
The participants will step into the customers shoes in order to reflect on how customers experiences
Time
2 hours
Activities External and Internal Customers Customers perception of value Module 2: Establishing Customer Centric Mindsets Four Cs of Customer Centricity Types of Service Attitudes Relationship between Personal Values and Service Behavior
Objectives customer Appreciating the importance of attitude and mindset in achieving customer service success Manifest the right service attitude
Activity Description
4 hours
Module 3: Proactive Customer Service Professionalism with no excuses Going the Extra Mile Moments of Truths of Customer Service Module 4: Managing Relationship with Customers Managing Customer perceptions Establishing Rapport Making the customer feel valued Handling Different types of Customers Module 5: Dealing with Difficult Situations Dealing with difficult customers Why customers complain The art of taking the H.E.A.T. Forward Agenda Closing Activity
4 hours
Identify opportunities for service excellence Analyze and eliminate snags in the service process Describe the art of delighting the customer Describe techniques in managing relationship with customers and avoid customer dissatisfaction
A discussion on the importance of quality in satisfying customers Analysis of customer services moments of truth and current process and how it affects customer satisfaction Identify areas for improvement in serving the customers
Discussion on how to manage relationship with customers Role play on handling of difficult customers and handling complaints
3 hours
30 Min
Describe ways to handle difficult customers Go through the process of managing complaints Establish steps in applying the learning to work
Group activity
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OBJECTIVES
After the session, the participants are expected to; Identify ways to shift from being reactive and independent to proactive and independent Clarify personal goals and values to guide them towards personal success Device ways to prioritize and manage their time more effectively at work Start building a rich emotional bank account and strong working relationship with others Learn assertive communication and conflict management Create a personal action plan to begin their journey towards better personal effectiveness.
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Course Outline
Module 1: Paradigms and Self-Awareness 4 hours This module shall introduce the fundamental concepts of personal effectiveness. It begins with understanding paradigms and how paradigms control us. This module also tackles how people can control their paradigms instead of it controlling them. This module also includes exercises that will help the participants rediscover themselves through introspection and through feedback from others. Keys to personal effectiveness Paradigm shifting Building a proactive personal program Module 2: Journey to independence 4 hours Stephen Covey in The 7 Habits of Highly Effective People spoke about beginning with the end in mind as a path towards personal victory. This module aims to help participants take ownership of everything they do, to be accountable for their future success by pursuing success where they are now. This workshop will also help them affirm their values and personal strengths that serve as guides and fuel in their quest towards achieving their goals. Working with ones strengths Goal orientation Aligning action with values Module 3: The Art of Getting Things Done 4 hours While a roadmap provides the participants with a 300,000 feet view of what they are trying to accomplish, they will need some guide on how to negotiate the minute details of the daily grind. This module will equip the participants with tools for prioritizing tasks, dealing with time wasters and things that get in the way of getting things done. This module also focuses on how to deal with failure as a means to succeed. Managing time and stress Prioritizing Action planning Module 5: Working with others as a Means to Personal and Professional Success - 8 hours This module aims to empower the participants to build a rich emotional bank account with others. They will learn how to earn and take care of the trust bestowed upon them by others. They will also learn to communicate more effectively using assertive communication techniques that will help them manage conflicts and engage others in productive exchange of ideas and feelings that can help them succeed at work and in their public lives. Building a rich emotional bank account with others Assertive communication Managing conflicts
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In this culminating module, the participants will put together a plan for continuing personal improvement that will help them put all their learning to action
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In a bestselling book called The Five Dysfunctions of a Team, Author and Organization Development Consultant Patrick Lencioni wrote: Not finance, not strategy, not technology. It is teamwork that remains the ultimate competitive advantage both because it is so powerful and so rare. It has been said that if a company can get all its employees rowing towards one direction, there is no reason why that company cant reach its rightful destination. Rowing towards one direction however, is close to impossible because teams are made up of people who are imperfect, fallible and teams are inherently dysfunctional. In many organizations, politics and confusion are more the rule rather than the exception. Fortunately for us, the dysfunctions that hinder teams from working effectively together have been identified and found to be curable. Lencioni recommends that the following team fundamentals be pursued to help the team succeed: Fundamental #1: Build Trust Highly effective teams work in an environment where trust is strong. It happens when expectations are clear, communications are unhampered and the environment encourages expression of ideas, opinions and feelings. Fundamental #2: Mastering Conflicts In teams where expression of ideas is encouraged, conflict or contrasting opinions are likely to happen. Establishing norms that allow people to communicate honestly and yet respectfully creates an environment where problems are easily identified and solutions are presented without any damage to relationships. Fundamental #3: Strengthen Commitment www.exeqserve.com [email protected] (632)8933199 or (63918)9399294
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Two factors are important in establishing strong commitment; buy-in and clarity. Buy in is the ability to RESPECT and align with a management decision whether or not you agree with it initially. Achieving clarity reflects on a team members ability to manifest behaviors that align with team decisions. Fundamental #4: Build Accountability Successful teams have DISCIPLINE. They do not allow mediocrity to creep in to the organization. Individuals in the team ensures that everyone is doing his/her utmost for the team by keeping their promises, giving support and calling peoples attention when they demonstrate behaviors that are counterproductive to team. Fundamental #5: Focus on Results A team is able to set a goal for the whole organization and then rally the whole team towards achieving it. They feel the agony of defeat and celebrate success with much gusto. Because team members are accountable, committed, demonstrate open communication and trust the team to do its best. They are able to harness the teams full ability to deliver the goods. Lencioni shared some formula for building these fundamentals. ExeQserve consultants studied the formula and successfully applied them to a number of companies who now enjoy stronger trust, productive collaboration, commitment, accountability and focus on results. The formula is not a training session but an intervention to help members of a team work more effectively together. This is the same intervention that we propose to facilitate for the team Striving to create a functional, cohesive team is one of the few remaining competitive advantages available to any organization looking for a powerful point of differentiation. High Performance Teams get more accomplished in less time than other teams because they avoid wasting time on the wrong issues and revisiting the same topics again and again. They also make higher quality decisions and stick to those decisions by eliminating politics and confusion among themselves and the people they lead. Finally, functional teams keep their best employees longer because "A" players rarely leave organizations where they are part of, or being lead by, a cohesive team.
The Framework
The whole program is divided into four major segments: 1. Pre-workshop activities a. Reading of the Five Dysfunctions of a Team book by the Management Team b. Managers will take the MBTI or DISC personality test which will be used during the session. c. Administration of the Five Dysfunctions Test to determine the current team climate. d. Further customization based on the result of the climate survey. 2. 2-day Management Teambuilding a. The intention of this workshop is to prepare the management team to lead in a new team environment. The management team members need to recognize that they are part www.exeqserve.com [email protected] (632)8933199 or (63918)9399294 Page
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of the management team first and leaders of their respective sub-teams second. b. By the end of the two-day session, the team would have agreed on a number of norms intended to build cohesiveness and commitment among them that they can use as basis for aligning their respective sub-teams. 3. 2-day Organization-wide Teambuilding a. This high energy two-day workshop is designed to help the leaders work with their respective sub-teams in aligning themselves with the bigger organizational goals and values b. It follows the same framework as the first 2-day workshop except that we will use different SLEs that cater to larger groups. 4. Post Workshop and Follow-through a. The Teambuilding Facilitators shall submit a comprehensive report detailing the following: i. Highlights of the workshop ii. Activity outputs and norms iii. Our observations iv. Recommendations for follow through b. Follow-through sessions that the Leadership may opt to facilitate themselves or have our facilitators coach for a number of sessions.
4 to 5 hours
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2 hours
Fundamental # 2 Mastering Conflict SLE: Blind Polygon Conflict Profiling Conflict Norming Conflict Resolution Obstacles
Fundamental # 3: Achieving Commitment SLE: Footprints in the Sand Commitment Clarification Cascading Communication Establishing a Thematic Goal Exercise Rules of Engagement Fundamental # 4: Embracing Accountability Team effectiveness exercise Fundamental # 5: Focusing on Results SLE: Card Sorting Establishment of a Team Scoreboard Wrap up and Follow-up Strategies for Overcoming the Five Dysfunctions Cascading Communication Agreement Personal Commitments Closing Statement
Use productive conflict to enhance teamwork Know each one deals with conflict and make necessary adjustments in styles Establish rules of engagement in dealing with conflict situations Achieve commitment on thematic goals and categorical objectives Establish rules of engagement for meetings and other forms of team interaction Create a culture of accountability Establish norms for dealing with performance issues Gauge on-going success against team goals Ensure follow-through of agreed upon action
2 to 3 hours
1 hour
1 hour
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Objectives Know the administrative details of the workshop Level expectations Appreciate the concept of teamwork Improve trust among team members Know each other in a deeper sense to foster better understanding and trust Establish trust building norms
2:00 to 5:00
3 Fundamentals: Strengthening Commitment, Embracing Accountability and Focusing on Results (all outdoor activities) Spider Web Boat Building and racing Team IQ Game Leaking Drum Building the Team Rules of Engagement Committing to a common goal Team effectiveness Exercise Creating team success milestones
Use productive conflict to enhance teamwork Apply assertive communication in team interactions Know how each one deals with conflict and make necessary adjustments in styles Establish rules of engagement in dealing with conflict situations and team collaboration activities Identify individual and team behaviors that manifest commitment, accountability for performance and behavior and focusing on results
2:00 to 5:00
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Create a culture of accountability Establish norms for dealing with performance issues Gauge on-going success against team goals
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2. The game will be composed of several events to be determined during the finalization of the route and tasks. For each event, the participants are expected to complete a task as quickly as they can. When they finish each task, they will be asked to reflect and write down their realizations from the experience. When they are done, the point person for that activity will give them the clue to the next. All realization sheets will be collected by the facilitators and then given back to them when its time to prepare their presentation for culmination activity. 3. Just like in the TV show, there will be different game categories which will unfold each time they finish a task. The categories are; typical task; detour; roadblock and fast forward. The teams shall decide the best way of accomplishing the tasks given their limited resources.
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Course Outline
Time 9:00 to 11:00 Activity Team Bonding/Socials Ice Breaker Briefing Grouping for the Team Challenge activity Team name/chant/ banner creation Process Objectives Know the administrative details of the workshop Level expectations Prepare the group for team building
11:00 to Team Challenge Part 1: The Minefield Traverse Build norms 12:00 This event is a series of challenges aimed at highlighting for strengthening trust & 1:00 the importance of building trust at 3 levels; trust in among team members to 1:30 self, others and the team. Team Output: Rules of engagement for strengthening trust. 1:30 to Team Challenge Part 2: Team Creativity Challenge Improve collaboration, 4:00 SLE: Boatbuilding and racing challengeThis activity conflict management promotes collaboration, creativity, thinking out of the and problem solving box, planning and execution SLE: Team IQ GamePromotes team problem solving 4:00 to 6:00 Tribal Council Part 1: Leading at the Speed of Trust SLE: Destinations Building a Team Personality Gallery Quick Team Profiling activity Building norms for team interaction and conflict resolution Get to know each other in a deeper sense Build norms for addressing team issues and conflicts. Establish norms for committing to goals and strategies. Establish rules of engagement for clear communication. Transform concepts to contexts Establish initiatives for better teamwork
Team Challenge Part 3: Team Commitment Challenge SLE: Spiderweb and Electric Maze challengeThese activities will test the ability of individual team members to unite behind a common goal and strategy. 11:00 to Part 4: Team Accountability challenge 12:00 SLE: Leaking Drum Challenge this game emphasizes the importance of individual accountability for performance and behavior. 1:00 to 2:00 Part 5: Results Orientation Challenge This activity will challenge each team to build a structure within limited amount of time. Their performance will be measured in terms of timeliness of delivery and ability of the structure meet certain criteria.
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2:00 to 5:00
Final Tribal Council: Achieving the Common Goal Activity processing Owning BCSs success goal Establishing team rules of engagement Team effectiveness exercise Team Forward Agenda Closing Activities
Gather participants learning and establish action plans to apply learning to the workplace.
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Agenda Paintball War Games Activity Objectives Activity Briefing Know the game rules and safety guidelines Game 1: Generals Game Appreciate the importance of Strategies and identify the First Debriefing session requirements of proper execution in pursuing a goal Break and preparation for next game Game 2: Center Flag Appreciate the importance of learning from mistakes and Debriefing improving on strategies. Lunch Break Gear-up for next event Offense- Defense Appreciate the importance of offensive and defensive strategies Debriefing and Gear up for Final Event Last Game: Last Man Standing Apply all the learning of previous Final De-briefing - Team Action Plan activities.
Time 9:00 to 9:30 9:30 to 10:00 10:00 to 10:30 10:30 to 11:00 11:00 11:30 11:30 to 12:00 12:00 to 1:00 1:00 to 1:30 1:00 to 1:30 1:30 to 2:00 2:00 to 2:30 2:30 to 3:00
Note: aside from aforementioned paintball objectives, the participants are also expected to appreciate the importance of Leadership, communication, trust and support in all the activities. 3:00 to 3:30 Closing
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Objectives:
After the workshop, it is expected that the HR Team members will be able to; Establish norms for building a high performing strategic HR team; Clarify their various roles and goals in the organization; Identify best practices in building partnership between HR and the Line; and Create initiatives to manage the necessary changes in HR practices
Methodologies:
In order to ensure quality of learning, interaction and output, we propose the following strategies: Meet with senior management to level program expectations and present program framework Meet with HR group heads to present the program framework and gather more data Conduct a two-day highly interactive program to ensure participation and quality of output Submit a detailed post workshop report that provides the highlights of the workshop, the group outputs, our observations and recommendations.
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Workshop Outline
Time Topics Day 1 9:00 to 10:00 Introduction Ice breaker Leveling of expectations House rules Introduction to the workshop framework 10:00 to 12:00 Module 1: Establishing a strong Team Culture within HRD 1:00 to 5:00 SLE: Helium Stick The five fundamentals of teamwork Trust Communication Commitment Accountability Focus on results Role clarification between corporate and line HR Creating norms for building a high performance HR team culture Day 2 Module 2: HR Role & Goal Clarification 9:00 to 12:00 Understanding Ulrichs HR Role Models Strategic partner Change champion Employee advocate Administrative expert Establishing a set of HR Goals for transformation DAY 2 1:00 to 4:00 Module 4: Managing HR Transformation Identifying the role gaps Establishing change initiatives Identifying key success indicators Mapping the change process Re-entry Action Plan Establishing individual commitments in applying learning to the workplace Identify the necessary actions to begin and manage HRs transformation from transactional to strategic partners. Know the administrative details of the program Level learning expectations Process Objectives
Identify trust, open communication, commitment, accountability and focus on results as keys to team success Establish clear rules of engagement between corporate and line HR Establish norms for building a high performance HR team.
Describe the new roles successful HR teams play in an organization Identify action steps to close the gap between actual and ideal practices
4:00 to 5:00
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Identify the necessary next steps in order to apply learning to the workplace.
Visioning Workshop
Recent studies have shown that an organization is likely to achieve its goals if everyone in the organization sees it and can imagine the steps to get there. This is the reason why many companies craft their Vision, Mission and Core Values statements Visioning generates a common goal, hope, and encouragement; offers a possibility for fundamental change; gives people a sense of control; gives a group something to move toward; and generates creative thinking and passion. The famous book "Built to Last" by Jerry Porras and Jim Collins, said that many Companies who stood the test of time have all these. The authors call them visionary companies. Visionary Companies however are not defined merely by the statements they post on the wall, they are defined by the way they live up to the company's mission, vision and core values. The aim of this program is to aid companies in crafting their set of statements and identify ways and means to live by it.
OBJECTIVES
After the session, the participants are expected to; Understand the workings of a visionary company Craft a Vision Statement Craft a Mission Statement Identify the organizations Core Values Set out a plan to align the organization with the companys vision, mission and core values
Course Outline
Time Activity Activity Objectives Familiarize the participants with the Visioning concept and ensure that they are prepared to participate in the program. To describe the purpose of the course, set and level expectations One or two Pre-workshop briefing. weeks before Gathering of individual inputs the workshop in preparation for the workshop. 9:00 -10:00 a.m. Introduction Opening ceremony Energizer Workshop objectives Understanding Vision, Mission and Core Values and setting of visioning mechanics Break-out for the individual Vision, Mission and Core values crafting Workshop for Corporate Vision
10:15 to 11:00
To establish common understanding of what vision, mission and core values are and identify what each member needs to do to contribute in crafting it.
11:00 to 12:00
1:00 to 2:00
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Allow members to work in small groups and put together their inputs
Activity Workshop for Mission Statement Plenary for Core Values Forward Agenda (Aligning teams and individuals to vision) Closing activity
Activity Objectives Draft the companys mission statement Draft the Companys core values Establish concrete plan to put learning into action
One week after Submission of final draft for the workshop Management Approval.
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In order to ensure learning and application we shall utilize the following methodologies Structured Learning Experiences Forms and templates-based workshops Personal Change Management Projects that will be developed as the program progresses Re-Entry action Plans We believe that there is no better assessment of managers readiness than their ability to work on their own change management projects. Those who will be able to carry out their projects successfully following the methods recommended in this program shall be certified as the companys Change Agents.
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The Framework:
The whole program is divided into three major components:
1. Pre-workshop activities a. Presentation and getting management buy-in of the concept b. Preworkshop presentation to participants Administration of Organizational Change Readiness Assessment Preparation of Participants Change Management Objectives 2. 3-day Change Management Workshop Preparing for change management UnfreezingPreparing people for change ChangingFacilitating Change RefreezingSolidifying change and building a culture that embraces change 3. Post Workshop and Follow-through a. The Facilitators shall submit a comprehensive report detailing the following: i. Highlights of the workshop ii. Activity outputs and norms iii. Our observations iv. Recommendations for follow through Objectives: Describe the nature and concept of the change process and its components. Explain the importance of anticipating and managing change Describe the necessary actions in preparing people/organizations for change Identify strategy in facilitating change Identify barriers to change and recognize solutions Describe steps for creating communication and basic risk management plan in change management. Explain the importance of celebrating successes to improve peoples confidence towards change Go through the process of solidifying change and building a culture that embraces change. Create plans to apply learning to work. www.exeqserve.com [email protected] (632)8933199 or (63918)9399294
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Course Outline
Time Day 1 9:00 to 10:00 Activity Introduction Opening Remarks House Rules Leveling of Expectations Ice Breaker Introduction to the Change Management Project Tools UNDERSTANDING CHANGE Telling of Who Moved My Cheese A Change fable. Applying Key Cheese Principles Understanding the dynamics of change Understanding of factors that cause change failure Managing the change Lewins 3-Stage model Kotters 8-Step model Bringing the two together Module 2: The unfreezing stage Establishing a sense of urgency Recognizing the need Dangers and opportunities Creating a guiding coalition Who are your champions? Developing a Vision Strategy Module 3: Making the Change Communicating the change Vision Planning your communication Empowering Broad based action Removing obstacles Enabling others Managing the risks Generating short-term wins Activity Objectives Know the course organization and apply house rules
Describe the nature and concept of the change process and its components. Explain the importance of anticipating and managing change
3:15 to 5:00
Identify strategy in facilitating change Identify barriers to change and recognize solutions Describe steps for creating communication and basic risk management plan in change management. Explain the importance of celebrating successes to improve peoples
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confidence towards change Day 3 9:00 to 12:00 Module 4: The Refreeze Building on the change Institutionalizing the change Go through the process of solidifying change and building a culture that embraces change.
Developing a personal Re-entry action plan for Create plans to apply change learning to work. Closing activity
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Strategic Planning
Rationale
As your organization prepares itself for the challenges of the coming years, the need to establish a strong strategic plan becomes apparent. In order to come up with an effective plan, management recognizes the need to seek the help of a facilitator who can help guide the organizations management through the stages of the planning process. As sure as effective plans are not created overnight, the approach ExeQserve proposes is one that requires some studied look at the organizations desired future and coming up with a strategic map that will enable the leaders to lead the group towards it. Our experienced consultant offers not only his experience in planning but some of the most widely used tools for creating easily readable roadmaps with clear milestones toward the goal. He shall sit with the planning participants several times to ensure that plans are aligned, measures are in place and initiatives are properly communicated company-wide to ensure that everyone in the organization is clear about goals and roles. Program Framework We propose to follow the drawn framework to ensure that there is line of sight from the companys mission and vision, down to its strategic initiatives. This also ensures that measures and targets are in place and that departments and people are accountable for their delivery. This framework also ensures that financial targets are supported by customer satisfaction, internal process improvements and learning and growth targets and initiatives. 2 Components 1. Plan Preparation (1 Day) will be held at least two weeks in advance of offsite planning session, This activity will help the participants become familiar with the framework and the tools to be used for planning. 2. Plan Presentation (2 Days) Each group will present their plans to the rest of management so others may give feedback and make realignments to make the whole organizational plan cohesive and doable. Planning objectives At the end of this consulting engagement, it is expected that the participants are able to: Align plans with the companys vision and mission www.exeqserve.com [email protected] (632)8933199 or (63918)9399294
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Consider past experiences in future plans Establish key objectives, initiatives and action plans Determine needed resources to put plans to action Planning Outline Time Topic Activity Objectives
9:00 to 9:30
9:30 to 12:00
1:00 to 4:00 pm
9:00 to 12:00
Day 1: To happen at least 2 weeks in advance Welcome & Intro Ice-breaker Expectation setting Overview Understanding the planning framework Techniques in environmental scanning Getting alignment KRA, KPI and KPOs Identifying key initatives Creating Action Plans Establishing Organizational Direction Review of past performance Top Management Presentation on strategic objectives and quantifiable targets (short/long term) Briefing on the templates to be used for planning (SWOT, Plan Document, Plan Presentation, Budget template) Day 2 and 3 Reviews and Goals alignment/realignment Each Department representative will present the following: Past years performance review o What we did well o What can we do better o Environmental Scan Presentation of this planning periods goals in alignment with previously agree organizational targets.
Know the program framework and administrative details Describe and follow the planning framework
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Initiatives and Action Plan Presentation Each Department representative shall present the following: Key result areas/ key performance indicators and key performance objectives Key initiatives Action Plans Resources/Budget needed Wrap Up Putting it All Together / Consolidation Forward Agenda & Next Steps Closing
Present action plans that align with departmental and organizational objectives
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About ExeQserve
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