agendapartnership.co.uk/training
Ian Wilkinson Chief Executive Officer
Introduction
At Perspective we continue to place the training and development of our people as a priority in order that we achieve our stated goal of building a sustainable and socially-responsible business that is trusted by both our colleagues and clients. Getting this right supports the delivery of our core value that clients come first in everything we do.
This is why we have decided to partner with Agenda Partnership to deliver a series of sessions to our financial planners (including those individuals who are within our Perspective Academy) and our Office Principals.
We have selected the sessions from the 30 plus courses available which we believe are most appropriate to our respective requirements. If you are interested further information of the other courses available can be found at www.agendapartnership.co.uk/prospectus
About Agenda Partnership
At Agenda Partnership, we believe that people are the driving force behind any successful organisation. They contribute to the company culture, drive success, and help the company grow. Investing in employee development and training is crucial for ongoing growth and success.
We have a wealth of experience in the training and development industry, offering a wide range of services including training, coaching, and facilitation. Our expertise extends across various fields, including leadership development, culture change, personal development, sales, and IT. We cater to individuals at all career stages, from entry-level professionals to senior leaders.
Agenda Partnership has served both large corporations and small businesses across the UK and Europe. If you would like more information about our courses or to discuss custom training options, please don’t hesitate to contact us on our booking line 07725 845 215 or email perspective@agendapartnership.co.uk
Our courses are all very interactive. We ask people to focus on the session beforehand through various questionnaires, prereading and video media that we share a week before the sessions. Our coaches encourage discussion, movement, team collaboration and sharing throughout the sessions.
Our team all bring with them anecdotes and experience from their own careers in leadership and have all joined our team from positions in large organisations where they have led large teams.
Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.
Pelé
Academy & Financial Planners
Perspective have outlined a specific learning journey for the Academy and Financial Planners so that its team can develop their personal skills.
This journey includes the following 1-day courses:
Emotional Intelligence
The Power of Influence
Effective Client Communications
Building Better Relationships
Emotional Intelligence
Duration: 1 day
We define Emotional Intelligence (or EI) as the ability to: Recognise, perceive, use, understand and manage our own emotions and the emotions of others.
When we’re aware of our own and others’ emotions we can drive required behaviours and outcomes in ourselves and in others. EI is important in every interaction with every person, every day.
After research by The Harvard Business School, they determined that EQ (Emotional Quota) counts for twice as much as IQ and technical skills combined in determining who will be successful. A 2003 Harvard Business Review reported that 80% of competencies that differentiate top performers from others are in the domain of Emotional Intelligence.
By the end of this course, delegates will be able to:
Explain the what and why of Emotional Intelligence (EI) Recognise how your El is made up
Discuss your EI strengths and development areas
Emotional Intelligence techniques to improve your business relationships
The Power of Influence
Duration: 1 day
As managers and leaders, you are constantly and consistently influencing people around you. Whether it’s helping one of your followers or customers think the idea is theirs, winning them round to your way of thinking, or just helping them do the right thing. Influencing is one of the key skills of successful managers and leaders.
The course helps you to consider and use ‘tried and tested’ influencing techniques that are scientifically proven to have worked. In fact, 100% of people who have attended this course left with at least one technique that they said radically improved their ability to influence.
By the end of this course, delegates will be able to:
Recognise the difference between influence and manipulation
Use the seven factors to influence more effectively
Have additional tools and techniques to improve your influence
Effective Client Communications
Duration: 1 day
A meeting with a prospect is one of the best ways to build rapport, gain an understanding of their issues and problems, and effectively demonstrate how you can help them. How effective are yours? Are you winning the business?
This 1-day training session will show you how to achieve this and covers the following:
Why meetings are important
Understanding why customers buy and how they would like to be treated
How to develop active listening skills
How to quickly build rapport with your customers
How to manage the meeting
The relevant questions to ask to identify needs
Using story-telling techniques to support your skills
Building Better Relationships
Duration: 1 day
In everything we do in and out of work, communication is cited as the biggest reason for success and the biggest reason for failure. It really is the ‘difference that makes the difference’.
It’s important to have a ‘performance culture’ in your team, the benefits are endless. This 1-day course equips you with the skills and tools to create a performance culture through the power of communication.
By the end of this course, delegates will be able to:
Recognise the key ingredients of Trust are why it’s so important
Discuss why your own ‘Personal Brand’ is critical to great relationships
Recognise your own (and your followers’) levels of Accountability
Identify some ways to adapt behaviours to build better relationships
Recognise how confidence impacts relationships
Not only does this 1-day course help leaders and managers improve trust with teams and individuals. It also helps them to recognise how accountable (or not) they are personally and the accountable levels of their followers.
You’ll also get some ‘real life’ skills to help foster better communication with individuals or groups who need it.
Leadership
To support the development of effective and positive leaders within the organisation, Perspective have outlined some specific areas where we can work together to support the leadership journey. This has given us three 1-day courses that anybody in a leadership journey should attend.
They are: The Power of Influence Get Your Team Thriving Managing Team Performance
The Power of Influence
Duration: 1 day
As managers and leaders, you are constantly and consistently influencing people around you. Whether it’s helping one of your followers or customers think the idea is theirs, winning them round to your way of thinking, or just helping them do the right thing. Influencing is one of the key skills of successful managers and leaders.
This 1-day course helps you to ‘hone’ your influencing techniques to get more of the right results, more of the time. The course helps you to consider and use ‘tried and tested’ influencing techniques that are scientifically proven to have worked. In fact, 100% of people who have attended this course left with at least one technique that they said radically improved their ability to influence.
By the end of this course, delegates will be able to:
Recognise the difference between influence and manipulation
Use the seven factors to influence more effectively
Have additional tools and techniques to improve your influence
Use personality profiling to influence more effectively
Get Your Team Thriving
Duration: 1 day
Decades of research prove that highperforming teams have three psychological needs: Autonomy, competence and relatedness. When people feel they have these, they tend to be more productive, as well as feeling happier and healthier.
This 1-day course covers some practical ways to give your followers more autonomy and a better sense of competence and relatedness. This course is a natural follow-up to these previously delivered courses: Leading Change, Building Better Relationships and especially Managing Team Performance.
By the end of this course, delegates will be able to:
Recognise who owns individual and team performance
Discuss some practical ways to build better autonomy, competence and relatedness
Identify how to approach personal and team motivation
Acknowledge your management style and how it impacts your team members Plan how to create an environment where your team can highly perform
Managing Team Performance
Duration: 1 day
CIPD says: ‘If people are the greatest creators of value in organisations, then good performance management is critical for an organisation’s success. Employees need to understand what’s expected of them, and to achieve those goals they must be managed so that they’re motivated, have the necessary skills, resources and support, and are accountable. Performance management aims to monitor, maintain and improve employee performance in line with an organisation’s objectives. It’s not a single activity, but rather a group of practices that should be approached holistically.’
This 1-day course looks at some of the barriers to Leaders and Managers having performance conversations and why underperformance happens in the first place. This course also helps you to plan your conversation and communicate it clearly to include the consequences of ‘under performance’ continuing, and how the underperformer can be more accountable for their actions and behaviours.
This course gives ‘real-life’ practical skills that can be used during every performance-related conversation you’ll ever have.
By the end of this course, delegates will be able to:
Recognise how our mindset and internal dialogue affect our conversations with people
Discuss why underperformance happens, and how to overcome it
Prepare, structure and deliver an underperformance conversation, to help your real message land
Discuss your teams behavioural expectations and how to deal with them in the best way
Recognise how to comply with your company policies and processes
IT Workshops
Our IT workshops are all available for face-to-face delivery in our IT suite, at our customers sites, or via in line media such as MS Teams or Zoom.
Our coaches and trainers are all extremely patient, and passionate about their subject matter; they love a whizzy presentation in PowerPoint or a really tidy spreadsheet!
Our IT workshops include:
Excel for Beginner
Intermediate Excel
Advanced Excel
PowerPoint Power User
Excel for Beginners
Our Excel for Beginners programme assumes no knowledge of Excel whatsoever. There will be no assessment/ tests associated with the training - the goal is to be able to coach all candidates to be able to confidently apply the learnings to their business scenarios.
Intermediate Excel Skills
Our intermediate Excel Skills programme assumes that other than totaling up numbers and drawing boxes with Excel, the delegate hasn’t used it for any sort of analysis or insight.
Advanced Excel Skills
We run advanced excel training on a very small group or one-to-one basis. Please contact us to discuss your precise skills needs.
PowerPoint Power User
This 1-day session is designed to really make delegates presentations pop! We cover several features of presentation design, as well as the mechanics of how to use PowerPoint to support delivering amazing presentations.
Thank you for such an informative and engaging course. There is so much for me to take away and implement in my work and personal life.
Delegate feedback
