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Leadership and Management

Personal Effectiveness is a combination of many skills, attitudes and behaviours. When these are combined with technical knowledge, such as operational finance or change management, they create a leader who can communicate a memorable message with stakeholders at all levels.

  • What impact do you make on others?
  • What memorable messages do you leave people with?

Our Leadership Management workshops help you to distinguish what hat you’re wearing at a certain time – leader or manager. They are both, of course, intertwined yet separate. That intuitive understanding of what you need to be doing and how you need to do it – managing or leading – may need enhancing. That, in turn, helps your teams gain clarity, knowledge and understanding.

The Leadership and Management workshop includes:

  • What processes are effective, including how people feel on being ‘instructed’ and how to improve on those
  • Looking at the strategies in place, the roles involved, and communication styles
  • Determining the management bit (the ‘what’) from the leadership bit (the ‘how’)
  • Motivating your teams effectively to get tasks done

Learn and Lead

Communication Excellence Skills to engage and influence people

Is your goal to become a successful leader in your industry sector? If so, engaging and influencing people are essential attributes on the pathway to achieving that success. To do that effectively, you need excellent communication skills.

Utilising all the skills and tools at your disposal, as outlined in the Technical Skills vs Communication Skills information, will help. This workshop helps you delve within yourself to find, harness and develop those skills.

The power of persuasion isn’t an inherent skill in everyone. Some people are naturals, but most of us have to learn it alongside effective influencing. When you do that successfully and your objectives are achieved, it not only feels very empowering but also benefits your organisation.

In our workshops, you get to learn the different approaches to use, as well as the different character types you need to influence. Recognising yourself in this scenario is equally important. You will also learn to adapt your presentations to how you think your audience will engage, helping them to accept the message you’re imparting. Naturally, you want to do this in a way that benefits both parties, so an empathetic approach may be necessary.

The Communication Excellence Skills workshop includes:

  • Learning about influencing styles and types
  • How to work out which type you are, and recognising others
  • Practicing the different styles, including which styles work best on others
  • Feedback – essential to know how you’re progressing and where to make changes
  • Further practicing until you feel confident about putting the theory into practice


Presentation Skills, including Personal Impact

How do you feel when you have to give a presentation? Excited, nervous or terrified? Practice makes perfect in this workshop, helping to improve your confidence, lessen any nerves, and mitigate any misgivings. Especially when you’ve been armed with the technical and theory know-how gained through this workshop.

By learning the techniques and strategies involved in giving excellent, memorable presentations, your skills and confidence will vastly increase. Using those combined tools and skills will ensure that your message is heard, believed and remembered.

The Presentation Skills, including Personal Impact workshop includes:

  • Learning and practicing voice projection
  • Ensuring your body language and words are delivering a congruent message
  • Exploring visual aids and becoming an expert in their use
  • Receiving constructive feedback in the moment, and a more detailed review of your presentations from recordings

Attitude is everything

Operational Finance

Finance is the language of business, so it’s essential to impart that knowledge and information to all concerned. That includes helping other departments – non-finance people – to see how their work and business decisions impact the finances of the organisation as a whole.

Often, people in production, marketing, R&D or HR, don’t recognise that Finance is part of their duties, too. When asked about Finance, they usually point straight to the Accounts or Finance departments. But this lack of appreciation of how most decisions they make involves a cost that impacts the whole organisation can be both detrimental to the company and career limiting for the individual.

Why career limiting? Because unless you can explain, clearly and coherently, what you are doing, why, how, and the costs involved and how they affect existing budgets and future forecasts to your managers and directors – your circle of influence – your career could get stunted. This is an important reason to develop your communication skills. When you communicate more effectively, your circle of influence will expand as more people learn to trust and believe in you, enabling your career to progress further.

It is crucial that everyone in business understands the effects that their operational decisions have on Finance. That’s why we created this workshop specifically for non-financial managers – to help you appreciate the world of Finance, to help your organisation continue to succeed with fewer challenging internal situations, and to help career progression within your ever-widening circle of influence.

The Operational Finance workshop includes:

  • What are the key Financial statements?
    • Profit & Loss
    • Balance Sheet
    • Cash Flow
  • Financial processes
    • Plan
    • Budget
    • Forecast
    • Period End and Actuals
    • Variance Analysis
  • Governance and Regulation
    • Accounting Standards
    • True and Fair Position
    • Audit
    • Companies Act
    • Recognising Risk
  • Financial Policies
    • New customer onboarding/credit limits/terms
    • Supplier onboarding
    • Expense policy
    • Delegated Levels of Authority

A goal without a plan is just a wish

Telling the Story Behind Finance

As a Financial Director or CFO, no doubt you are constantly dealing with data, from audits to month end, budgets to P&L, as well as the overall financial strategy of the organisation. Sometimes it can be hard to pull yourself out of the data and into the ‘real world’, where people don’t always understand figures or finances.

When you need to clearly communicate all this information to the Board and department heads within your organisation – or people outside of it, such as banks and the trade or stock markets – it’s time to adjust the way you speak. Talking just about the figures, providing spreadsheets and graphs, may well see people glazing over or struggling to keep up.

Don’t lock yourself into the technical data. Instead, tell the story about the bigger picture. Provide a clear view of the situation – any issues and how they can be resolved. Patrick’s finance and training background allows him to help you and your teams effectively communicate the story behind the figures.

The Telling the Story Behind Finance workshop includes:

  • Using Personal Effectiveness skills for your Executive Summary

Conversations matter

Critical and Strategic Thinking

Are you questioning long held views on how things are done? Perhaps you’ve been carrying out certain management and leaderships tasks the same way for years and realised that you need to change. It may well be time to challenge yourself or your teams to update systems and processes, as well as long term visions and objectives.

It’s difficult to change the way we do things and the way we think. But to move forwards and keep your organisation working effectively and succeeding in your marketplace, it’s important to take a hard look at things as they are and learn to think differently. This workshop helps you do just that.

Critical thinking, facts, decision, information, capacity, judgement, problems, logic

Effective Business Communication – Situational Coaching around Difficult Conversations

The most efficient way to learn how to put your communication skills into practice is to do just that – practice! This workshop provides an opportunity to refresh and renew your communications skills – such as questioning, listening, being congruent and watching your body language – whilst practicing them, too.

Situational Coaching allows you to imbed those communication skills until they become natural.

Perhaps you need to work out what to say during an upcoming meeting, or have recently experienced a difficult conversation and want to work out how it could have gone better. Situational Coaching is the ideal place to do that. Whilst practicing that conversation, we will take breaks to discuss how it felt for you, and how it may feel for the other person. Then we can see where certain words and phrases may need to be changed for better impact and improved business relationships. In other words, we’ll explore the theory and then put it into practice, bringing theory to life.

The more you practice, the more natural it becomes. The switch between practicing and coaching helps to provide clarity, insight and understanding, offering immediate feedback in a safe, mutually respectful environment.

The Effective Business Communication Role Play workshop includes:

  • How to actively listen to ensure you get the key issues
  • How to ask questions in an incisive or sequential way to encourage the best responses
  • Rehearsing different techniques to perfect your skills


You can call me on +44 7836 201428

Achieve Communication Excellence

01235 534094  *  07836 201428  *

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