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Microsoft Teams working with SharePoint and OneDrive
Learn the key features of Microsoft Teams that will help you to easily collaborate from anywhere!
Microsoft Teams is a chat-based workspace that is integrated with Office 365. It gives teams instant access to everything they need in a dedicated hub for teamwork where chat, content, people, and tools live together in Office 365
Learning outcomes:
At the end of this session, you will be familiar with:
- The Microsoft Teams interface
- Creating teams and adding members
- Sending, receiving, editing, and deleting messages
- Using chats for private messages
- Managing and deleting teams, channels, and team members
- Scheduling a meeting and inviting attendees
- Sharing files with onedrive and sharepoint
- Customising channel tabs
- Adjusting user settings
- Using the mobile app for iOS and Android
CPD Points: 1
Are you Leading or Managing?
Leading and Managing require different perspectives, areas of focus, skill sets and execution. What’s the difference?
In this session, we explore what it means to Lead and what it means to Manage. We review the differences and areas of overlap across these two domains.
Some areas we consider in this session are the perspectives or lens needed for Managing versus Leading. We look at the difference in skills sets and activities.
The session offers tools supporting Leaders and Managers to effectively move between these two domains in thinking and action. We explore these domains from the point of execution including managing conflict, delegation, setting expectations, setting goals and direction.
This is a very practical session. It includes live polling and practical strategies you can apply every day.
CPD Points: 1
Downloadable resources
Downloadable resources
Responding to Leadership Challenges
Leaders need to be able to effectively respond to new types of challenges, problems and opportunities to be successful.
We are living and leading in a VUCA (Volatile, Uncertain, Complex and Ambiguous) world and leaders are facing different types of challenges and opportunities than they did a decade or two ago.
The rate, pace and types of change occurring mean that Leaders need to be able to recognise the type of challenges they are facing and respond accordingly.
Research shows that many of the mistakes Leaders make a self-created, and a reflection of Leadership style, not a lack of resources or time!
In this session, we consider the different categories of challenges and how Leaders can best respond to these. We also look at the opportunities that sit within our problems, and issues, and how effective Leaders turn such adversities into wins and successes.
Attendees can expect live polling and practical strategies you can apply on a daily basis.
Learning outcomes:
Participants will gain:
- an understanding of the difference between adaptive and technical challenges, be able to differentiate between them and clearly articulate this to others.
- the ability to map the best next steps in the face of an adaptive challenge and lead others on that journey
- an understanding of some of their personal limitations in the face of Leadership challenges such as the tendency to avoid, to react (rather than respond), to wait for perfection or to control
- clarity and feel more confident about the VUCA environment we are immersed in, how to express it to others, and lead a team or firm through it
- an understanding of how Personal Power makes all the difference in Leading effectively right now, and the steps to stay in our power rather than collapse into a disempowered state
Suited to:
Financial and legal professionals who find themselves managing staff or collaborating with stakeholders. Leaders, Managers, Project Managers, Employees and anyone who wants to be more focused, and clearer in how they Lead a team, a project or a piece of work.
For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to Lead a team for the first time.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
How to Follow Up on Proposals Gracefully
How to follow up on new client proposals, and encourage past clients' possible return
You’ve heard the phrase ‘the fortune is in the follow-up’, but how do you follow-up on proposals without coming across as irritating or painful, or even worse, desperate?
There is nothing worse than having an initial client meeting, spending time writing up and sending a proposal, and then… nothing.
Do you call? Write? Send a text? How do you know if they have even read it? Chances are, you get busy with other things and let it slide, and leave money on the table
In this practical webinar, you will discover how to:
- Appear confident and professional when you ask if your prospective client wants to proceed
- Sense how much to follow up, without over-stepping the mark
- Have a strategy that teaches your clients how and when you will follow up
- Gracefully reach out to past clients and encourage them to return
There are no pushy techniques here, just respectful approaches that build trust in your capacity to serve them.
Learning outcomes:
Attendees will leave this webinar with:
- Useful scripts to follow-up your prospective clients
- Guidelines on the right rhythm for follow-up messages
- Tips and scripts for how to encourage past clients to return
- A simple summary of any scripts shared in the webinar
Suited to:
This is a practical webinar suited to accountants, financial, legal professionals and other advisers who want practical strategies to follow-up gracefully with their prospective and past clients.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Downloadable resources
Navigating Conflict in the Workplace
The skills to identify and respond to conflict effectively can be learned.
Conflict in the workplace is inevitable. Learn how to manage it successfully so that you reap the benefits it can bring, and avoid the potential harm.
Conflict in the workplace can take many forms. There can be inter-personal conflict, conflict around ideas, unexpressed conflict, destructive conflict or not enough conflict. All of these affect performance, engagement and wellbeing.
In this session we explore the different types of conflict, and how to best respond to them.
Research shows that conflict, when managed appropriately can create fresh starts, and breakthroughs in thinking and can re-energise a team. Poorly managed conflict can devastate morale, performance, psychological safety and client outcomes.
This is a practical session and includes live polling and strategies you can apply every day.
Learning outcomes:
Participants will gain an understanding of:
- the spectrum of conflict that can occur in the workplace and between team members
- how to identify conflict issues as they surface
- some of their personal limitations in the face of conflict challenges such as the tendency to avoid, to react (rather than respond), to attempt to control
- conversation techniques that support the framing of conflict and its healthy emergence
- how to speak about the conflict in a way that calms others, that creates a context to talk about conflict so that you and your team are well set up to navigate a way through it
Suited to:
Financial and legal professionals who find themselves managing staff or collaborating with stakeholders.
For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand conflict and how to navigate it for the first time.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1