Design Your Own Course

This from is a simple tool to help define the area’s in which you believe you and your management team may require training. The ten minutes you spend considering the options and clicking the appropriate choice that describes your business needs will provide a great return.

Once completed this questionnaire provides a base-line from which EBS can work to provide you with training tailored for your business.

BUSINESS PLANNING

Goals

Goal setting

Planning personal growth

Business development

Vision / Mission

Setting

Presenting

Embedding

Growth Strategies

Strategic Planning

SWOT Analysis

Competitive Advantage/Opportunity

Competitor analysis

Identifying key selling proposition and competitive advantage

Targets

Setting realistic and measurable targets

Ratios

Benchmarking

Action/Operational Plans

Developing action plans (human resources, marketing, production, finance, innovation plans) to achieve targets

MARKETING STRATEGIES

Marketing Planning

Developing a marketing plan

Setting marketing budgets

Measuring results

Market Research and Planning

Benefits and methods of market research

Analysis of results

Product/service development and innovation

Competitive Advantage

Identifying, developing

Leveraging and sustaining competitive advantage

Market Targeting/Segmentation

Selection of target markets

Customer profiling

Developing specific marketing tactics for target markets

Promotion/Lead Generation Techniques

Promotional planning

Setting promotional budgets

Promotional strategies

Personal selling

Direct mail

Website promotions

Publicity

Public relations

Sales promotions

Word-of-mouth

Advertising

Sales Strategies

Selling skills and techniques

Managing Sales people

Branding

Developing and maintaining a strong brand

Using branding to add value to a business

Client Management

Creating, maintaining and enhancing strong relationships with customers and other stakeholders

Pricing for Market

Pricing strategies

External factors that impact on pricing decisions including nature of the market, demand, competition, environmental issues

Consumer Rights

Relevant legislation

The Fair Trading Act

The Consumer Guarantees Act

Standards

E-commerce

E-marketing

Strategic use of websites, the Internet and other technology as marketing tools

FINANCE

Financial Reports and Ratios

Basic understanding of financial reports (balance sheet, profit and loss) and ratios to facilitate decision making and

understanding of the key drivers of profitability.

Costing and Pricing

Understanding fixed and variable costs, how to calculate product or service costings, understanding and calculating breakeven,

determining the most profitable areas, setting prices.

Budgeting and Cash Flow Planning

Preparing budgets and cash flow forecasts, setting and managing financial targets

Taxation

Types of tax, Provisional and Terminal, GST, PAYE, and FBT; basis of calculation and payment

Reviewing business structure to minimise tax obligations

Credit/Debt Management

Management of debtors and creditors to maintain liquidity

Tips for debt collection

Monitoring and developing good habits for chasing debts and longer term planning and matching of cash needs with cash resources

BUSINESS SYSTEMS

Information and Financial Systems

Increasing organisational efficiency

Identifying information types

Databases

Financial systems

Storage media and systems

Tracking data through processes

Managing data

Tracking manual and electronic information flows

Flow analysis and re-engineering

Record Keeping

Processes and procedures for organising

Processing and storing business related data relevant to an organisation.

Organisational Efficiency

Setting up efficient office systems

Reducing businesses costs through effective business systems

Improving workflow

Information technology

Operational Systems and Procedures

Identifying, setting up and documenting organisation procedures

Retaining "in head" procedures when key staff exit

E-commerce

On-line trading

E-business applications

B-2-B and B-2-C commerce

Integration of backroom systems with front-end

Benchmarking

Systematic and continuous identifying, learning and adapting best practices from national and international businesses

in the same industry to improve performance

Distribution

Best practices for storing, handling and moving products and services so that they are available to customers at the right time

and in the right place

MANAGING RESOURCES

HR Planning

Identifying the human resource requirements e.g. organisational design, capacity and staff contingency

Skill planning

Recruitment

Succession planning

Recruitment

Job analysis

Determining person type and skill level

Recruitment methods

Interviewing techniques

Selection testing, reference and background checking

Induction programmes and early reviews

Employment law relating to recruitment

Motivation

Various motivation techiques

Dealing with differences

Co-ordination of performance measurement and motivation levels

Business culture and its impact on productivity and staff morale

Leadership/Managing People

Attributes of good leaders

Effective communication

Directing

Coaching

Supporting and delegating to improve the performance

Performance appraisals

Systems to measure competency, provide feedback to staff/management, achieve performance improvement as an outcome,

reward performance, facilitate career development and focus employees on tasks which are strategically important.

Conflict Resolution

Tools and techniques to identify and manage conflict in the workplace

Employer obligations when employing people, including PAYE (registration, making payments, completing forms), ACC (registration,

earner premium, employee premium, and residual levy), the Human Rights Act and the Employment Relations Act

Health and Safety

Healthy and safe working environments, including the Health and Safety in Employment Act

Creating and implementing a health and safety plan

Time Management

Frameworks for delegation

Short-term goal setting and prioritising work

Intellectual Property Protection

Understanding intellectual property, what can be legally protected: copyright, trademarks, patents, registered designs, licenses

How to go about IP protection, costs

Non-legal forms of intellectual property protection and formulating intellectual property strategy

Leveraging Stakeholders/Relationships

Recognising key stakeholders (customer; supplier; community; industry);

Understanding stakeholder relationships

Strategically leveraging to create win-win partnerships

Business Excellence

Strategy for producing goods or services which meet or exceed the required standards of quality, timing, quantity, consistency

and cost, relative to market expectations

Business Resource Planning

Capacity planning

Production scheduling

Equipment requirements

Plant layout

Material requirements and suppliers

Inventory control and quality control requirements

E-commerce

Harnessing e-commerce tools to build on and/or maintain the sustainable competitive advantage of your business

Types of e-commerce, the benefits and costs involved

GOVERNANCE

Obligations under the Companies Act

Roles and Responsibilities

For Directors

Board Members

Trustees

Governance Documents

Legal Structure

BUSINESS SUSTAINABILITY

feedback on progress towards sustainability

LEAN MANUFACTURING / BUSINESS OPERATIONS

Introduction to Lean Manufacturing Principles. Systematic approach to eliminating waste from processes so that every part

of the process adds value. Identification of activities or work that are: value adding, non value adding, waste

Benefits and Pitfalls of Lean Manufacturing

Lean Manufacturing Process. Specify value, identify value stream and eliminate waste, create flow, create pull (produce only

what is needed when requested), aiming for perfection

Lean Tools and Methods. Including: value stream mapping, continuous improvement, pull (kanban), flow, total productive

maintenance, quality at source, points of use, quick changeover (SMED), standardised work, batch reduction, teams, 5S, visual
management, plant layout, poka-yoke

Measurement. Define lean measures, measure, analyse, improve, control.

Implementation of Lean. Determining the scope, project management structure, responsibilities and accountabilities, integrating

and aligning the teams, documentation, communication.

Supporting Systems and Activities for Lean

CONCLUSION
EBS provides a 1 hour free consultation to discuss the training you have identified as important to your business.

Please provide your contact details so that we may follow-up and start you on your path to efficient business solutions and training tailored to your needs.

Your Name

Your business name

Your business address

Your mobile

Phone business phone *

Email *

Send me a copy of this completed questionnaire

Your web address

Your preferred timing for follow-up

9am – 11am

2pm – 4pm

Evening (after 6pm)

Preferred day

Monday

Tuesday

Wednesday

Thursday

Friday