Phoenix Training

Archive for February, 2010

How to Buy Training

Posted by JamesAshburnham
Friday, February 26th, 2010

Twitter is often described (rather wonderfully) as being ‘Device Agnostic.’ At Phoenix, we like to think of ourselves as being ‘Industry Agnostic.’ That is to say, we work across a broad range of industries, from Media to Manufacturing, from FMCG to Financial Services. There’s a very simple reason for this, the skills we specialise in – Leadership, Management, Communication and Sales, are transferable. In other words, good management looks the same in any organisation, and the same can be said for almost all soft skills training. Ultimately – soft skills are all about people, and successful training is all about making people better at what they do.

Our broad experience has taught us much, but today I’d like to focus on one key area – Buying Training.

Many organisations make the mistake of buying training as a reactive response to a perceived problem – i.e. arranging sales training if the figures have dropped off, or management training if staff morale is low. The problem with such reactive training is that it tends to be generic or (to coin an awful HR phrase), ‘sheep dip’ in nature, the kind of training that tackles the symptoms and not the cause. Typically this approach to training results in a short-term lift but changes nothing in the long term, effectively offering very little return on investment, and in the worst case, actually disengaging staff and hindering their development.

With that in mind here are four things to think about when arranging training:

1: What are you trying to achieve?

Before arranging any training, it is vital to have an understanding of what you want to achieve, and why. Put simply, the training must be designed to address the requirements of the participants. Sending sales people who struggle to close deals on a ‘closing skills’ course, may appear to be logical at first sight, but what if the underlying reason for their difficulty lies elsewhere – for example in poor questioning skills, or in the way they are managed? So talk to your staff, and talk to training providers, be open to new ideas and be ready to have your assumption challenged.

2: Train the right people!

You’d be amazed how often our trainers hear the phrase ‘my manager needs to go on this course.’ When thinking about training, you need to make sure that you are focusing on the right people. For example, if a sales team are underperforming, then it may mean that they need some help, but what about the sales manager? Is the team’s performance down to them? Perhaps the manager lacks the skills to motivate and support their staff effectively. If this is the case, then all the sales training in the world will not address the root cause. The same goes for middle managers, ask yourself, can any of their issues be traced upwards? What behaviours do the senior management team display, and are any of the negatives trickling down. Senior people can find it hard to admit that they’d like some support, but there’s nothing remedial about good training, personal development can only be positive.

3: Make the training relevant!

Sadly we often meet clients who have previously suffered poor training. Sometimes this is down to weak delivery, but often the cause is simpler – the training was not participant relevant. If participants cannot see how to link what they are learning back to their own roles, then at best they may find the training interesting, but not particularly useful, and at worst they may be bored and irritated. In order to be effective, training must be made relevant on a personal level. In practice this means effective pre-course consultancy – ensuring the provider understand participant requirements as well as organisational ones. By keeping group sizes small you can ensure that participants are able to fully engage with the trainer, and understand how to apply what they are learning to their workplace.

4: The importance of support.

Before embarking on any training, whether it be a one day course or a full blown programme, we’d recommend that you think very carefully about how you plan to support the training. Effective support is absolutely key to the success of any training event; without support it is almost impossible to embed learning and sustain any long term improvement in performance. Staff should come back from any training event feeling excited, motivated and eager to put new ideas and skills to the test. Invariably not everything new they try will work first time, they may meet resistance from colleagues, lack the confidence to make changes, or just struggle to transfer classroom learnt skills to the reality of the workplace. If there are no systems in place to support newly trained staff, then the vast majority of them will lapse back in to old habits, effectively rendering the training worthless. On the other hand, well supported staff will maintain momentum and continue to improve and develop. There are many ways of providing support, but in our experience there are two broad methods which prove particularly effective when combined:

Firstly, ensure that management are fully aware of what the training entailed. This may mean just reading the course agenda, arranging a debrief with the provider, with the stakeholders, or just pending time speaking with their staff about the training. Only by understanding what the training entailed can managers hope to provide valuable support. There’s nothing more damaging to training effectiveness than a manager who appears disinterested, or simply expects their staff to improve post-training, without offering to support them!

Secondly, ensure that staff take responsibility for their own development. At Phoenix we ask participants to complete a personal action plan. This doesn’t have to be anything major, just a commitment to trying out some new ideas or making a few changes on the back of the training. Ideally these plans should be shared with line managers and followed up on – if the participant has met their goals then this is an opportunity for praise (and a great indicator of success), if they are struggling then it’s an opportunity to provide further support and encourage development.

James Ashburnham, Client Manager, Phoenix Training

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How To Measure Training

Posted by TimHolmes
Tuesday, February 23rd, 2010
Yellow Tape Measure
Image by Darrren Hester via Flickr

As a relationship manager at Phoenix, I am often consulted (or even challenged!) by clients about how to measure the effects of the training they commission – a perfectly natural wish, because they have generally identified an area to improve in their organisation or business, and they want to be sure that improvement has taken place.

With that in mind, I thought I would put down my own personal thoughts on how training can be evaluated effectively, in order to check that the time & budget being spent on training are producing the desired returns at every level: organisational, departmental, team and individual.

Inevitably there is a balance to be struck when evaluating the benefits of soft-skills training.  On the one hand, the more time and resources invested, particularly up front in benchmarking of criteria, the more reliable the evaluation becomes.  However, on the other hand, there is a point at which the returns on this extra investment are outweighed by other priorities – as there is too great a ‘cost’ in carrying it out.  Remember also that even the most rigorous and ‘scientific’ evaluation will produce results which in the opinion of many commentators are indicative and evidential rather than solidly proven in the soft-skills context – there are simply too many variable factors at work in most organizations for the effects of training to be measurable in terms of a quantifiable number or percentage.  For this reason, I advocate measurement of training through the observation and benchmarking of behaviours above all else, as I believe this is the truest test of whether learning is effective over the mid- to long-term.

With positive cooperation from participants, evaluation processes can even contribute to the fixing and application of new learning, rather than simply measuring it; another reason to evaluate wherever possible.

It may be that the depth and scope of evaluation varies from course to course, depending on the topic or the group; but a workable ‘full’ evaluation would consist of the following:

  1. Benchmarking of participants’ behaviour in relation to the course topic, at some point pre-training.  “Where are they now?”  This can be established through assessment centres, 360-degree feedback, through the Personal Review process, or simply by self-scoring.  Phoenix are able to help with the preparation or implementation of these as required.
  2. What are the objectives for the training, in the light of step 1?  What will success look like (i.e. expressed as behavioural change)?
  3. TRAINING TAKES PLACE
  4. Post-course feedback forms check that participants appreciated the training, and that their initial response to it was positive.  It is important for a culture of learning that training be enjoyable, and that participants return from courses inspired and energised by it, and advocating it to others.
  5. The next step is for line management to de-brief participants, make an initial check that objectives as expressed before the course have been addressed, and to review any new objectives that have been set as a result of the course.
  6. Next, at a period of between 3 to 6 months, behaviours in relation to the course topic should be re-assessed, preferably by the same method as before the training, in order to ascertain that positive change has occurred.  This is the most important stage of all, since it provides the evidence that participants are using what they learned.  In some cases it may be appropriate simply to ask participants to self-report what they are doing differently as time goes by – but in others, something more objective, such as 360s, will be preferable.
  7. Finally, it is important to recognise that even the most high impact training needs to be supported internally, and the right behaviours and practices reinforced positively by line managers and the overall culture of the organisation.  If the prevalent culture is at odds with the training messages, the status quo will erode the changes.  In line with this, it is useful to recognise that the best messages bear repeating, and thus we would recommend that all training be followed up by refresher workshops of a similar nature within a 12-month period.

Tim Holmes – Account Director, Phoenix Training

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Telephone Sales

Posted by BillOsmond
Sunday, February 21st, 2010
Touch DDB - Our operators are standing by!
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With the ever increasing reliance on email, there is a feeling that sales people are forgetting the basics of actually getting on the phone and selling.  Not too many years ago, sales departments were alive with the general hubbub of chatter and “sales noise”.  Nowadays I find myself walking through sales departments and being struck by a wall of silence, only broken by the click of the keyboard.  The big problem is that email although hugely convenient, does not sell!  The telephone conversation should always make more progress.

What is stopping sales people from using the phone? Firstly, as I mentioned, convenience; it is easier to send an email to a client than phone them and still feel like you are working hard.  First tip:  if you are about to write an email to a client, ask yourself the question “could I phone instead?”  Inevitably the answer will be yes.

Sales people get themselves into to what could be referred to as “avoidance focus” behaviour.  This is where they have got themselves into what is effectively a rut.  Their expectation is low and so their phone calls lack impact and that leads to failure so they start to talk themselves out of making calls because they don’t like the result.  To get out of this rut, the sales person has to start developing “approach focus behaviours”.

To do this, try these ideas:

1)    Start making calls early in the day and in doing so get some momentum going.  You will feel much more positive about your day generally if you have made twenty five calls by ten o’clock.

2)    Set yourself targets.  Can you call ten potential clients by the end of the day?  Can you find out a new need from your existing client base?  Sales people tend to respond better under pressure.  When the deadline is not upon you, you need to create your own pressure.

3)    If you have a successful call, don’t rest on your laurels and have a celebratory cup of tea, make five more off the back of that success and momentum.

4)    Equally if you make a call that does not get the desired result, do not sit and mull it over and become depressed by you lack of progress.  Analyse the call, try to identify areas or techniques that you could improve and call someone else.

5)    Don’t be put off by an abrupt or rude response.  People react in all sorts of ways for all sorts of reasons.  It is almost always not personal and should not be taken as such.

6)    Turn your email off for a day and concentrate solely on telephone sales.  Email by its nature is not an “urgent” tool.  If people need to get in contact they can call you.  Likewise if people don’t want to respond to you they don’t have to if you send an email.  Admittedly they don’t have to take your call but it is harder to turn down.

7)    Make sure you have an objective for your call.  Think about how you can gain attention quickly.  Do not sound like you have made fifty calls that day (even though you might have)

8)    Variety can help to maintain momentum.  Call different types of clients, present different products (if relevant), mix up your calling pattern to maintain impact.

9)    Back yourself!  Have belief in your ability to make the call and get the result.  Use techniques and objectives to create interest and engagement.

10)   Positive, imaginative and creative telephone sales can be extremely effective, certainly more effective than a stream of emails.  Think about what sort of impression you are making on your client if you phone them and ask them not if they got your proposal but whether they could see how it would benefit them and if they had any questions.  Sales is all about impact, the telephone call does that far more effectively than the email.

Bill Osmond – MD of Phoenix Training

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Un-Real Estate Agent

Posted by OliverO
Thursday, February 18th, 2010
Estate Agent Overload
Image by blech via Flickr

As Phoenix continue to grow steadily, having recently taken on another full time trainer, we decided that now would be a good time to review our existing office and training space and explore the possibility of moving into somewhere larger.

The recession has led to a surplus of office space in central London and we thought that there would be a good chance of securing a long term lease at a bargain price.  What’s more, we were sure that London’s lettings agents would be falling over themselves to convince us of the value of their properties and how they would be just ideal for a training company with our particular needs.  Sadly, our experience of the latter could not have been more different.

Now, I know estate agents are an easy target but I can assure you that this isn’t yet another dig at the profession as a whole.  It is however designed to expose the lack of basic sales skills that those we met displayed, and to reinforce how critical it is to have the core skills in place before you can even hope to sell in today’s tough markets.

On arriving at the first potential office, we were left hanging around for 15 minutes before the agent finally arrived.  We’re all late on occasions and there may well have been a good reason, but the very least we could have expected was a call to manage our expectations.  Every week, I’m amazed by sales people who think that it is acceptable to turn up ten, fifteen or even thirty minutes late without so much as a phone call.  It’s not, and in most cases you’ve lost the sale before you’ve even begun.

Nevertheless, we’re still keen buyers so, on this occasion, the agent’s transgression will be forgotten if he can really convince us of how this office space will work for us.  On first inspection, it all looks pretty good – modern, stylish and in a great location – but we just couldn’t visualise where the training room would go, mainly because the whole space was still a shell.  We turn to the expert for inspiration, but he’s actually walked away to the other side of the space to take a mobile phone call, and is merrily chatting away oblivious to us!  The moment is lost.  On finally regaining his attention, his answers lack conviction and we’re left totally unconvinced by the potential of the office.  On reflection, the phone incident, though scarcely believable, was hopefully a never to be repeated mistake; however, from a sales perspective, the lack of expertise was even more worrying and is actually very common indeed.  If you’re going to sell anything – property, software, pharmaceuticals, even training services – you must know all there is to know about your product or service and be able to relate this knowledge to your customer.

Despite our initial experience, we were still in the market for a new office, so headed off to view another couple of options with high hopes.  Both agents were on time which was a good start and both had properties with real potential and yet, once again, simple mistakes were made that resulted in the collapse of the sale.  At the first, we were left abandoned in the office whilst the agent enjoyed some banter with the builders over the road!  With no one to ask about the details, how could we be expected to commit?  Just like our mobile phone friend, they demonstrated an unbelievable lack of interest in us.

The next and final viewing was going well, until the agent admitted that the landlord was not interested in the property as a whole and that he doubted he’d be willing to modernize the 1970’s décor in the common areas.  Now honesty is a real virtue, but by creating a picture of uncertainty and possible conflict with the landlord, he immediately lost us.  Potential customers want assurances and certainty before they commit, not vagueness and ambiguity.

You may think that I’ve exaggerated things here, but I can assure you these experiences are very real indeed and I’m sure they are repeated in sales situations in many different markets.  One final thing that struck me with all three agents, was that not one of them even asked us what we actually did – maybe they already knew, but it is this lack of basic questioning and interest in our business that meant we were never going to commit.    Maybe we just got a bad bunch who have got lazy, simply used to taking orders rather than actually selling, but in the current climate a return to the basics would go a long way to winning more business.

We’ve now given up the search for a new office, instead looking for a larger space at our current Leathermarket site run by Workspace.  What’s more, we’ve recently run some training events for their site managers to make sure that they properly engage with the customers and create a fantastic picture of what the office will look like once they’ve moved in. After all, it’s this image that will create the real desire in the customer to move in.  Simple but effective.

Oliver Osmond – Sales Director, Phoenix Training

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Presenting with Impact

Posted by BillOsmond
Wednesday, February 17th, 2010
Bullet Points

Image by NMC Second Life via Flickr

When most people are asked to do a presentation, their first reaction is to panic.  This is even the case for experienced sales people.  The culture these days is to move more and more towards using technology to help us sell or make an impact.  I still hold the view that to make a really strong powerful impact presenting in person is still the answer.

The most important tip that can be given to a would be presenter is to make sure you prepare well.  Lack of preparation is the single biggest reason why presentations do not work.  Having a quick “run through” on the train or in the back of the cab on the way to the venue simply does not do the job.  Sometimes people bemoan the lack of time they have and use that as an excuse to present without preparation.  Whatever time you have use it wisely.  In simple terms, if you only had one hour to prepare, use twenty minutes to research the subject, twenty minutes to develop the content and put it into useable format (i.e. slides) and twenty minutes to practice it.
Too often presenters spend hours thinking about what they are going to put into the presentation and then create incredibly complex and sometimes dramatic slides but fail to practice it at all.  If they do practice, it will be at the end of many hours putting the presentation together and will therefore be in no mood to make any changes!

The general rule is to work out roughly what you want to put in, knock that into to some basic slides and start practicing.  What you will find is that the practice (out loud, not mumbled under your breathe in the shower) will help to mould the presentation.  You will get used to the material, the flow, the slides and the whole thing will grow organically.

Simplicity is generally the key to success in presentations.  Too complicated a message will be difficult to deliver, the presentation will too long and it is very hard to maintain attention once an element of confusion sets in.  Think of simple themes and to accompany that, simple slides.  By working to a pre-determined objective, the presenter can apply a simple rule to what is included in the presentation.  “The only elements to include are those which help me achieve my objective”.   It is a bit like holiday packing; ask yourself the question ‘do I really need it?’  Far too many people take far too much with them on holiday, as presenters do, they put far too much in to their presentations, they over complicate, over elaborate and over fill slides.

Powerpoint in essence has a simple format.  It has a heading, followed by bullet points.  This format is often totally abused by presenters, generally trying to be clever.  Animation is fine – if appropriate.  Do not have spinning logos and chequer board titles unless you can safely say it is helping me meet my objectives.  Too much time is spent animating and generally filling slides, when it should be spent practicing.  The main mistake people make is that tend to use “bullet paragraphs” and not bullet points.

This means that they put everything that they are going to say on the slide and then proceed to read it.  This is very boring for the audience.  They will have probably read the slide before it has been presented.  If you only put up a few key words or an image on the slide, you are able to present around it.  This is far more interesting, remember you are the presenter, not the slide.  The reason people put lots on the board is because they think they will forget what to say if there is only a few bullet points to work from.  This is not true.  If you practice you will know exactly what to say.  The other thing to remember is that the audience do not know what you are going to say, so you have a degree of flexibility with bullet points that you don’t have when it is all up on the board.

To make the presentation “sit up and take notice” interesting, you must ensure that it is relevant.  The audience must be connected to the content.  The more you can link the audience to what you are presenting the better.  In sales we talk about creating the benefit, it is the same when presenting.  “What’s in it for me”, is a well used phrase in presentation.  This is particularly relevant when making a specifically sales presentation.  How will it help me, why do I need to know that, what will it do for me, are the types of questions an audience will be asking.  When practicing keep a check on how many times you can answer those sorts of questions.

Finally, think positive.  See the presentation as an opportunity and not something to simply get done, survive and move on, it will make a massive difference to your performance and impact.  People rush presentations because mentally they do not want to be there.  If you try to view it positively your pace will be better, your movement better and the overall impression far greater.
Written by Bill Osmond

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How to be well organised

Posted by admin
Tuesday, February 16th, 2010
Dear Diary

Image by baby-tooth via Flickr

One of the real secrets of business success is the ability to be well organised. Don’t be fooled by those that say it’s possible to achieve great things in business without being organised. The best leaders and those who leverage the effects of others to best effect are those who are best organised. So here are some top tips to ensure that you are organised to maximize the effect you have in business.

  • Separate tasks by importance and timescale. Those tasks which are both important and urgent should always be done first and before those tasks which are simply important or simply urgent.
  • Use your diary to schedule tasks as well as meetings. Most people just use a diary for meetings but the best use it to also schedule those urgent and important tasks and ensure that they get done.
  • Set clear goals. Without these, how will you know when you have succeeded? The goals should be clear, unambiguous and visible. Take a moment each day to reinforce the goals you have and also to make sure that each task you complete moves you closer to achieving at least one goal. If you take an action that does not move you closer to achieving a goal then ask yourself why you took such action. It’s probable that you have wasted effort.
  • Schedule quiet time. Depending on when you perform your best work, early or late in the day, and ensure that you are in the office before or after most people. This is quiet time which makes it the most valuable time to do important work. There are likely to be no interruptions, phones ringing or emergencies that demand your attention. Use this time wisely.

If you follow the above four points consistently and regularly then you find that you have more time which in turn will mean more opportunity to make a difference to your business.

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What makes a good sales person?

Posted by BillOsmond
Thursday, February 4th, 2010
LONDON, UNITED KINGDOM - SEPTEMBER 30:  City w...

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Having worked with many sales people over many years, I am often asked, as I was last week, “what makes a good sales person”.  I used to work in the city many years ago, straight after leaving school.  I didn’t do very well and left after about two years.  At my leaving do, one of the senior traders said to me “you’d make a good sales person”.  At the time I didn’t know whether to take that as a compliment or as a way of saying, “why on earth did you think you’d be a good stockbroker!!”  His justification for this statement was that he believed I would be able to talk enthusiastically about my products and generally get on well with people.  I guess it was a form of compliment.  I now find his statement interesting because it starts to examine what people think makes a good sales person.  It also shows what people think about sales people.

Generally sales people don’t get a good press in this country.  They are often considered to be a pain.  When introducing my wife (girlfriend at the time) to some of my family years ago, she was asked what she did for a living by my cousin (I think) and she said enthusiastically that she sold advertising for a national newspaper.  “Oh,” he said, “so you are one of those annoying people that phones me all the time trying to sell me something.”  Not a great introduction to that branch of my family!  Also not true on many levels.

Salesman

Image by petesimon via Flickr

Why is it that many sales people are viewed as annoying?  I think that the first thing is that they do not sell with the client or potential client in mind.  They are totally fixed on hitting their targets and selling what they want you to buy.  This almost immediately creates a competitive flavour to the conversation.  They try to “get you to buy”.  If a sales person thinks like a buyer they will develop a far stronger relationship.  Why might they want or need to buy from you?  That is the first question a sales person could ask themselves.  Then consider how they can develop a need for the product and match the two together.  Sales people become annoying when they are constantly in contact with a potential buyer selling without considering the needs of the buyer.

It is not only the needs they do not consider.  They do not consider the buyer’s situation.  Are they busy?  Are they stressed? Knowing when to sell is an art, sales people are always told to be persistent but I would add a warning, think about your buyer and think if it is what you would want.

Talking a lot is something associated with ‘good’ sales people.  ‘Having the gift of the gab’, is often the phrase used.  I think learning when to talk is more important.  Talkative sales people are often annoying.  How many times has someone talked and talked and talked, trying to sell you something.  Less is definitely more.  Using information with relevance is one of the keys to successful selling.

Generally, sales people don’t need to talk a lot, they don’t need to be thick skinned, they don’t need to be super enthusiastic and positive.  They need to use some of all of those but they need to know when to use them.  They need to know when to talk and when to listen.  They need to do what they say they will do. Too many over enthusiastic sales people promise much and deliver little.

Some of the best sales people I have ever come across were successful because they did exactly what they said they would do.  They would call back when they said they would, they would send proposals when they said they would, and they generally left such a good impression the client would buy readily from them.  One thing these characters did not do was to over-elaborate matters.  Accuracy and dependability are vital.

So, what makes a good sales person is still a difficult one to answer.  I firmly believe that anyone can learn to sell, personality is one part of sales but is it more important than technique?  I think that a quiet personality can sell as well as a loud “talk the hind legs off a donkey” type character, if not better.  Ultimately the one thing that really makes the difference is the ability to think as the buyer would.  If you can work out what drives the buyer you are able to adapt your selling style to meet that person’s requirements on many levels which will lead to truly successful sales results.

Bill Osmond – MD of Phoenix

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