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PROPOSED: BSA Training Needs Assessment

Name______Date______

Firm______

Content Areas & Modules / Description / Interest
H-M-L / Estimated # of Participants
Leadership
Business Strategy: Development & Implementation / This 3-day facilitated workshop is for senior leaders seeking to design a 3-5 year business plan. Delivered over several weeks, special attention is given in the workshop to the use of tools and methods like Key Performance Indicators (KPIs), SWOT Analysis, market/employee data, decision making and priority setting required to drive critical business results in the first 12-18 months of the strategic plan.
Results-Based Leadership / Results-Based Leadership is a highly customizable workshop, usually consisting of 4-6 half-day modules designed to develop the requisite leadership skills and behaviors essential to achieving business results. The workshop teaches participants how to deploy strategic goals and objectives to their unit/team, achieve higher levels of motivation and accountability from their employees and work with higher levels of efficiency and quality with other managers.
Foundations of Management / This essential 2-day management skills workshop teaches the importance of participative management. During the workshop, participants learn to use 4 effective leadership styles, to better understand and manage group dynamics, to have more effective performance management conversations with employees, and to work with teams to solve problems and make better decisions.
Leading Teams / Designed for professionals who frequently manage projects or ad-hoc improvement teams, Leading Teams consists of 4 half-day modules aimed at increasing the leader’s ability to meet project deliverables with greater speed and quality while, at the same time, controlling for budget and scope creep. Participants will learn and use team effectiveness assessment tools, decision-making strategies, techniques for controlling team dysfunctions, ways to manage influence throughout the organization and the 4 fundamental practices of effective team leaders.
Content Areas & Modules / Description / Interest
H-M-L / Estimated # of Participants
Accountability / Accountability is a one-day workshop that enables participants to understand and apply the key principles and methods of accountability for increased personal, team and organizational effectiveness. Meant to strengthen working relationships between all employees Accountability imparts the values, behaviors, work ethic, and tools needed to build and sustain high-performance cultures.
Leading Change / This workshop consists of 4 half-day modules that enable participants to produce a complete change management plan for any strategic initiative or improvement project for their organization. Participants explore both the human and organizational components of change. While mastering the 7 Ps of organizational change, participants use their new knowledge, skills and methods to complete a Change Roadmap for real-time change challenges at work.
Business Performance
Fundamentals of Project Management / During this highly interactive 2-day workshop participants learn and apply the tools and methods of successful project management. Organized by the 5 traditional phases of a project, attendees become better at Initiating, Planning, Executing, Controlling, and Closing projects. The materials in this workshop can be tailored to the project culture of any organization and participants are encouraged to bring real-time case studies to class for further discussion and analysis.
The One Page Project Manager / Often used as a 1-day follow-up class to the Fundamentals of Project Management or to add to the tool kit of experienced project leaders, participants learn a simple yet highly effective tool for tracking, reporting, and managing the critical performance elements of any project: Goals, Tasks, Timeline, Quality, Cost, and Ownership.
Consultative Selling Skills / Consultative Selling Skills is a 2-day workshop designed for anyone who supports the sales process in their organization. The workshop is often tailored to meet the needs of salesforce personnel who engage in complex, high-value, longer term sales efforts. During the workshop participants will:
  • Understand 3 principles of Consultative Selling
  • Develop questioning/communication strategies to drive sales
  • Learn and apply a model for effective sales calls, capability statements, and creating attractive buying options
  • Practice techniques for overcoming objectives from potential buyers
  • Employ account and territory management practices to better serve target markets and customers.

Content Areas & Modules / Description / Interest
H-M-L / Estimated # of Participants
Effective Sales Presentation Skills / This 1-day workshop uses tools, models and application activities to teach participants how to organize and create highly effective sales presentations. Key topics in this workshop include the proper use of PowerPoint, facilitating engagement with buyers, driving real-time purchase decisions and recognizing/using opportunities to close the deal.
PRESS for Success / PRESS for Success is a 2-day workshop that employs both traditional and experiential learning methods to help participants master a team-based method of continuous improvement (PRESS). The workshop teaches participants the essential problem-solving and process improvement tools that can be used to design, implement and sustain improved business results. The PRESS method has been used by 100s of teams to reduce waste & cost, improve delivery and cycle times, and improve the quality of products and services delivered to customers. TSG can also deliver the workshop in 6-8 half-day sessions to teams who wish to learn the PRESS method while tackling a significant business challenge in real-time.
Accelerating Business Performance / Accelerating Business Performance is delivered in a sequence of 3-hour sessions and is used to engage leadership teams in the design and use of performance scorecards to drive the attainment of critical business objectives throughout an organization. Typically, senior leaders design a strategic scorecard that middle and front-line leaders then use to develop performance scorecards specific to their functions and teams. Participants learn about the 4 essential business measures and measurement methods like Measurement Matrix, Key Performance Indicators (KPIs), Balanced Scorecards and KPI deployment and reporting.
Customer Service Excellence / This 2-day program teaches participants how to identify customers’ key requirements, needs, and expectations. Participants learn how to balance these external needs with the internal capabilities of the organization. Special attention is paid to the fact that we all have internal and external requirements that need to be met. Fundamentals of how to treat customers, set realistic expectations, and build meaningful, long-term relationships with customers and clients.
Improving Quality at Work: / Improving Quality at Work is a 1-day class that teaches any employee how to increase the speed, value, and quality of the products and services delivered through the value-chain to customers. Key tools and methods like Customer/Supplier Model, Cost of Quality, Requirements Chart, 3 Questions, and Action Planning are fully explored through experiential learning.
Content Areas & Modules / Description / Interest
H-M-L / Estimated # of Participants
Organizational Effectiveness
Leading Productive Meetings / Leading Productive Meetings is a 1-day workshop that develops the participant’s ability to design and run highly successful meetings. It has been estimated that in some organizations up to 30% of employees’ time is wasted in poorly run meetings that fail to produce results. Working from models of high impact behaviors and meeting practices, participants quickly learn and apply the optimum methods for designing effective meetings, creating agendas that matter, engaging meeting attendees in discussions, and tracking and reporting the business results achieved at the meeting.
Coaching Improved Performance / Coaching Improved Performance (CIP) is a 1.5-day workshop that can be delivered in 3 half-day sessions. During the workshop, participants learn the methods and skills to better support the development and performance of any employee. CIP participants learn how to become an active partner in employee development, set clear & actionable performance improvement objectives, match 4 coaching styles to the needs of the employee, and to track and use highly effective feedback skills to support continued employee development.
Conflict Resolution / In this 1.5-day course participants learn a simple yet highly effective 8-step process that imparts high levels of collaboration into resolving business issues and conflicts. In addition to learning and applying the 8-Step Conflict Resolution Process, participants also acquire fundamental skills in effective negotiation techniques, handling difficult conversations and the art of moving from impasse to action.
Group Facilitation Skills / Group Facilitation Skills is a 2-day course designed for anyone who manages a group or leads a team. This deep-dive into the objectives and methods of group facilitation aims at one of the most important, yet unsung skills a leader can possess: the ability to engage others in meeting business challenges and mastering fixing problems so they stay fixed. Participants learn how to help groups have highly productive conversations, make clear progress towards business goals, and build on the ideas of others to achieve both innovative and actionable decisions to business challenges.
Content Areas & Modules / Description / Interest
H-M-L / Estimated # of Participants
Facilitation Skills Certification Workshop / This 4-day workshop is designed to prepare individuals to successfully facilitate any type of meeting or group, and can be customized as needed. It provides beginner and experienced facilitators with the tools, techniques, and strategies to handle nearly every type of person, team, or group situation. Through a combination of presentation, discussion, exercises, examples, case studies, demonstration, and practical application we address:
- The role and responsibilities of a meeting facilitator
- Managing group dynamics
- Enhancing group communication and interaction
- Meeting management tools
- Group decision making
- Confrontation and conflict
Communication Skills / A 1-day workshop in highly effective communication strategies and skills that has been designed for all employees. Participants learn how to use the V.A.L.U.E. model to deliver well organized, transparent, data based messages that are relevant to the business context. The workshop is designed around skill-building applications of the tools and concepts so participants return to the workplace as significantly better communicators.
Creativity and Innovation / Creativity and Innovation is a 1-day workshop designed to meet the ever-growing need for breakthrough ideas to deal with today’s business challenges. Fast moving and ever-changing markets and technologies, not to mention a diverse workforce and demanding customers are forcing us to abandon tried and true practices and embrace bold new approaches to growing and sustaining their businesses. This workshop introduces the concept of innovative thinking and provides participants with a variety of creative problem-solving tools and techniques for addressing a wide variety of challenges and giving their organization a competitive edge.
Emotional Intelligence / The skills learned in this 1-day workshop will help managers and employees reduce stress, become more flexible and adaptable to change, build healthier relationships with internal and external customers, and improve overall performance.The EI training is designed to address a set of competencies that will enable employees at all levels in the organization to better manage their emotions, through self-awareness and self-motivation, and to better manage work situations through enhanced collaboration, conflict negotiation, and team-building.
Content Areas & Modules / Description / Interest
H-M-L / Estimated # of Participants
Sexual Harassment / Sexual Harassment: Employee version
This 2-hour workshop is designed to increase the employee’s awareness of, and sensitivity to, issues of sexual harassment as well as reviewing their company’s policy and procedures for reporting and handling sexual harassment claims. The fostering of informed mutual respect among employees and the prevention of sexual harassment are the central themes.
Sexual Harassment: Supervisor/Manager version
This 3-hour workshop not only to increases the awareness and understanding of this issue for managers, but also to prepares them for appropriately handling an employee who makes a claim of sexual harassment. Besides including what their employees learn, the management workshop also includes:
- Issues of confidentiality, defamation, and retaliation
- The importance of documentation
- Common management mistakes that could land your company in court
- What are the key roles of the manager and HR in the process
- Develop an action plan to prevent sexual harassment in their departments.
Behavioral Interviewing / This 1-day workshop is designed to help managers prepare for and conduct sound behavioral interviews, the most accurate predictor of future performance, by posing questions and situations in which candidates must draw upon past experience and behaviors to address potential problems and challenges they would face in their new job. The session includes, EEOC Requirements (e.g., what you can and cannot ask or discuss), Interviewing Pitfalls, Interviewing Skills Development, Steps for conducting an interview,
and Evaluating the Applicant.
Other Training Needs / Directions: Please write in any other training needs or content area that would benefit your firm. Don’t forget to rate how important each item you add is to your firm. Add additional pages if necessary.