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With more and more people working remotely, or at home, delivering bite size training remotely using webinar/online meeting spaces can be cost and time effective.

In this section, we’ve pulled together modules that can be delivered remotely or adapted to be delivered over the internet by a trainer in real time. We provide ideas and suggestions for making the module work in this environment, although the actual methods you use will be dependent on the functionality included in the system you are using for delivery. As well as group discussion and chat, many provide the ability to create polls and some provide the opportunity for participants to raise a ‘virtual’ hand in order to speak, or even break people into syndicate spaces.

To ensure virtual delivery is as effective as possible we recommend:

1) Keeping the sessions short. Each module here provides the material for a bite-sized learning session, sometimes with pre and post-training activities to complete.

2) Keep the group size small. The temptation with remote delivery can be to try and deliver to many more people at once. However, it’s harder to achieve engagement and interaction when delivering training remotely and if you want to avoid slipping into presentation mode, it’s important to keep the group size small – smaller even than you might have in a training room.

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‘Why Do I Always Get Them?’ (Customer Service) (R)

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To encourage participants to consider the difference between good and bad customer service.
• To encourage participants to consider the behaviours that those who deliver good customer service demonstrate.
• To consider strategies for avoiding or managing customer conflict.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To encourage participants to consider the difference between good and bad customer service.
• To encourage participants to consider the behaviours that those who deliver good customer service demonstrate.
• To consider strategies for avoiding or managing customer conflict.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Anyone in a customer facing role.

You'll Need:
• A Full, Consultant or Pro Trainers’ Library membership to stream or download the video.

Notes:
This module is designed to accompany the Glasstap film, ‘Why Do I Always Get Them?’

This exercise involves a look at customer service, particularly in relation to face-to-face contact, managing difficult situations and conflict.

The second exercise can be run as a post-training activity to be completed individually, if you need to reduce the time required for this module.

If your level of membership doesn’t include the option to stream this video, you can purchase a digital copy.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

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Film (Streaming)

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Trainer Notes (Word)

Counts as 1 download.

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Label

A Sign of the Times (R)

Time:
In total we estimate this exercise will take 55 minutes.

Aims:
• To encourage participants to think about how they communicate, and what unintentional messages they might be conveying to customers, colleagues and others.
• To demonstrate how words are just the tip of the communication iceberg, and how what lies beneath the service can have a serious, and lasting impact on how others perceive us, and the organisations we work for.
• To demonstrate how brand is affected by every piece of communication leaving the organisation.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 55 minutes for this module.

Aims:
• To encourage participants to think about how they communicate, and what unintentional messages they might be conveying to customers, colleagues and others.
• To demonstrate how words are just the tip of the communication iceberg, and how what lies beneath the service can have a serious, and lasting impact on how others perceive us, and the organisations we work for.
• To demonstrate how brand is affected by every piece of communication leaving the organisation.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• The Activity Link in Trainers’ Library.
• Your Activity Link PIN from the My Account section of the member homepage.

Notes:
This is a powerful exercise that really gets participants to think about the way organisations communicate. It’s a useful addition to any customer service training, but particularly useful with groups that are responsible for brand and the way the organisation portrays itself to the outside world. This could be managers within the marketing department, branch managers, recruitment managers, etc.

It’s suitable for all types of organisation, including public and charitable bodies.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

Login or Register to Download.
Label

AIDing Feedback (Why Do I Always Get Them?) (R)

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To define what effective feedback is.
• To introduce participants to the AID model for giving feedback.
• To give participants an opportunity to practise giving feedback using the AID model.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To define what effective feedback is.
• To introduce participants to the AID model for giving feedback.
• To give participants an opportunity to practise giving feedback using the AID model.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• The film: ‘Why Do I Always Get Them?’. (Our Full, Pro and Consultant customers have access to this as part of their membership; alternatively members can purchase a DVD of the film from Trainers' Library.)

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

Login or Register to Download.
Label

An Alien Challenge - Getting the Questions Right (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To demonstrate the importance of asking a mix of open and closed questions to gain a clear and accurate understanding of a situation.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To demonstrate the importance of asking a mix of open and closed questions to gain a clear and accurate understanding of a situation.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• All three of the Activity Links in Trainers’ Library and your Activity Link PIN from the My Account section of the member homepage.
• To decide how participants will send their questions to you. (Normally this will be by email or text.)

Notes:
This can be a very useful exercise for salespeople, or anyone who needs to select and ask great questions in order to effectively gather information.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

Login or Register to Download.
Label

An Introduction to Coaching (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To enable participants to be able to define coaching and its purpose.
• To explain the key differences between coaching and mentoring.
• To enable participants to describe a basic coaching model.
• To identify the core skills required by effective coaches.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To enable participants to be able to define coaching and its purpose.
• To explain the key differences between coaching and mentoring.
• To enable participants to describe a basic coaching model.
• To identify the core skills required by effective coaches.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms if you have more than 4 participants.

Downloads

+ more for Full
PowerPoint (with Images)

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Trainer Notes (Word)

Counts as 1 download.

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Apostrophes (R)

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To build an understanding of where apostrophes are required and where they are not.
• To build an understanding of where to place the apostrophe when the possessive noun is a plural.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To build an understanding of where apostrophes are required and where they are not.
• To build an understanding of where to place the apostrophe when the possessive noun is a plural.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is suitable for staff at all levels. Misuse of apostrophes is one of the most common errors in business writing. This module makes apostrophe use clear and simple to understand.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

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Label

Assertiveness - How Will You Handle It? (R)

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To provide an opportunity to explore a variety of situations experienced during the working day and consider how best to handle each one assertively.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• To provide an opportunity to explore a variety of situations experienced during the working day and consider how best to handle each one assertively.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff up to managerial level.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

Downloads

+ more for Full
PowerPoint (with Images)

+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

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Label

Assumptions - The Witches of Glum (R)

Time:
In total we estimate this exercise will take 25 minutes.

Aims:
• To demonstrate the danger of making assumptions.
• To help participants understand how beliefs shape our beliefs and how these can lead to prejudice or false assumptions.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 25 minutes for this module.

Aims:
• To demonstrate the danger of making assumptions.
• To help participants understand how beliefs shape our beliefs and how these can lead to prejudice or false assumptions.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff and managers at all levels.

You'll Need:
• To pre-prepare a poll/quiz based on the Trainer’s Handout.
• The Activity Link in Trainers’ Library.
• Your Activity Link PIN from the My Account section of the member homepage.

Notes:
If you’d prefer to read the story to participants, we suggest that you rehearse reading it aloud a few times prior to delivery.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (required).
• Breakout Rooms (see optional additional exercise).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

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Label

Barriers to Communication (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify key barriers to effective communication.
• To explore why such barriers exist.
• To identify 'good practice' principles that will help avoid barriers to communication.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To identify key barriers to effective communication.
• To explore why such barriers exist.
• To identify 'good practice' principles that will help avoid barriers to communication.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff up to supervisor/team leader level.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads
Available to Basic
Trainer Notes


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Trainer Notes (Word)

Counts as 1 download.

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Label

Beliefs; Actions; Results (R)

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To consider the link between attitudes and beliefs, and results.
• To identify the need to take responsibility for our own results.
• To build an understanding of what individuals might be capable of, if they adopt a positive attitude, and push themselves a little more.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To consider the link between attitudes and beliefs, and results.
• To identify the need to take responsibility for our own results.
• To build an understanding of what individuals might be capable of, if they adopt a positive attitude, and push themselves a little more.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This exercise includes mention of the story of Malala Yousafzai. Depending upon your audience, you may wish to substitute it for another story that resonates with your participants.

If you do use a different story, it is important that you choose ones that will be well known to your participants and which will highlight an individual who has overcome significant hardship to achieve something of genuine importance.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

+ more for Full
PowerPoint (with Images)

+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

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Label

Building an Understanding of Delegation

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To help participants understand the nature of delegation, why it’s important and the opportunities it presents.
• To encourage participants to begin to think about what effective delegation looks like.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants understand the nature of delegation, why it’s important and the opportunities it presents.
• To encourage participants to begin to think about what effective delegation looks like.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• At least some of your participants will need access to PowerPoint and basic knowledge of how to use PowerPoint.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

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Label

Building Determination (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To demonstrate the importance of determination in building resilience.
• To identify what determination is and where it comes from.
• To list some of the key factors that help make people more determined.
• To identify ways to become more determined.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To demonstrate the importance of determination in building resilience.
• To identify what determination is and where it comes from.
• To list some of the key factors that help make people more determined.
• To identify ways to become more determined.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff and managers at all levels.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

Downloads

+ more for Full
PowerPoint (with Images)

+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

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Label

Building Rapport with Colleagues (R)

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To demonstrate the importance of taking a step back and understanding our role in the relationships we have with others at work.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To demonstrate the importance of taking a step back and understanding our role in the relationships we have with others at work.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff up to supervisor/team leader level.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

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Label

Change Spectrum (R)

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To explore how participants feel about a variety of changes.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 20 minutes for this module.

Aims:
• To explore how participants feel about a variety of changes.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• To create a poll before the training session as per the Trainer’s Handout.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (essential).

Downloads
Available to Basic
Trainer Notes
Trainer Handout

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Trainer Handout (Word)

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Trainer Notes (Word)

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Coaching and Counselling - Remaining Neutral (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To consider the pitfalls and dangers of giving advice when helping staff solve their own problems.
• To consider the dangers of making judgements or assumptions about the nature of someone else’s problem.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To consider the pitfalls and dangers of giving advice when helping staff solve their own problems.
• To consider the dangers of making judgements or assumptions about the nature of someone else’s problem.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Managers and team leaders.

You'll Need:
• To create the poll in advance of the training session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (required).
• Breakout Rooms (required).

Downloads


+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

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Label

Communicating Without Body Language (R)

Time:
In total we estimate this exercise will take 35 minutes.

Aims:
• To demonstrate the significance of body language in communication.
• To encourage participants to think about the difficulties the lack of body language creates when communicating by telephone.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 35 minutes for this module.

Aims:
• To demonstrate the significance of body language in communication.
• To encourage participants to think about the difficulties the lack of body language creates when communicating by telephone.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
The subjects used in the exercise are deliberately controversial so it is advisable that you do not pair people together who you believe may struggle to get along together.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (not required).
• Breakout Rooms (not required).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

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Label

Dealing with Aggressive Behaviour (R)

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To help participants develop guidelines for dealing assertively with aggressive behaviour.
• To introduce the fogging technique as one way to assertively respond to aggressive behaviour.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To help participants develop guidelines for dealing assertively with aggressive behaviour.
• To introduce the fogging technique as one way to assertively respond to aggressive behaviour.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
We recommend using this module only when participants are able to recognise the difference between aggressive, submissive and assertive behaviour. (See the module, What is Assertiveness?.)

This module has two alternative handouts – one with work-based scenarios to discuss, and one with non-work-based scenarios.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads


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Trainer Notes (Word)

Counts as 1 download.

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Defining Success (R)

Time:
In total we estimate this exercise will take 35 minutes.

Aims:
• To define success.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 35 minutes for this module.

Aims:
• To define success.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Participants will need a sheet of plain paper to hand and ideally, some colour pens or pencils.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads
Available to Basic
Trainer Notes
Handout
Handout (Word)


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Trainer Notes (Word)

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Delegation - Sink or Swim (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To introduce participants to the subject of delegation.
• To explore what constitutes effective and ineffective delegation.
• To consider best practice when delegating.
• To identify some pitfalls to avoid when delegating.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To introduce participants to the subject of delegation.
• To explore what constitutes effective and ineffective delegation.
• To consider best practice when delegating.
• To identify some pitfalls to avoid when delegating.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Team leaders and managers.

You'll Need:
• To ensure that participants have a number of sheets of blank A4 paper.
• You’ll also need to ensure participants can receive and open the briefs with the instructions for the task when you send it to them. As a contingency, ensure you have each participant’s email address so that the files can be sent that way if necessary.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

+ more for Full
PowerPoint (with Images)

+ more for Pro
Trainer Notes (Word)

Counts as 1 download.

Login or Register to Download.
Label

Difficult Conversations 1 - Why They Need Thinking About (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify the types of conversations that people find difficult.
• To explore the potential consequences of avoiding difficult conversations, managing them badly and of managing them effectively.
• To understand the importance of thinking about the purpose of a difficult conversation and preparing for it before it happens.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To identify the types of conversations that people find difficult.
• To explore the potential consequences of avoiding difficult conversations, managing them badly and of managing them effectively.
• To understand the importance of thinking about the purpose of a difficult conversation and preparing for it before it happens.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels, but particularly managers.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Label

Difficult Conversations 2 - Planning and Preparation (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To help participants prepare for conversations they find difficult and approach them in a way that is more likely to achieve a positive outcome.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To help participants prepare for conversations they find difficult and approach them in a way that is more likely to achieve a positive outcome.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels but particular managers.

You'll Need:
• To remind participants to bring the questions they produced in Difficult Conversations 1 – Why They Need Thinking About, if you used this session, or send them Handout 1 in advance of the training session if you haven’t.

Notes:
The exercise in this session involves splitting the group into small teams. However, if you have 5 or fewer participants, you can keep them together in one team, in which case a breakout room is not essential.

This module can also be used as the basis for a 1:1 coaching exercise/discussion.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required - see Notes).

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Difficult Conversations 3 - Using Constructive Language (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To help participants conduct difficult conversations using language that is more likely to achieve a positive outcome for all.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants conduct difficult conversations using language that is more likely to achieve a positive outcome for all.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels and managers in particular.

You'll Need:
• Nothing other than the materials provided, though participants should be encouraged to bring the handouts from the earlier sessions on this topic if you’ve run them.

Notes:
This module is a natural follow on to Difficult Conversations 1 – Why They Need Thinking About and Difficult Conversations 2 – Planning and Preparation.

This module can be used as the basis for a 1:1 coaching exercise/discussion.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Difficult Conversations 4 - Practical Application (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To give participants the opportunity to practise planning and preparing for a difficult conversation.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To give participants the opportunity to practise planning and preparing for a difficult conversation.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels and managers in particular.

You'll Need:
• Nothing other than the materials provided, though participants should be encouraged to bring the handouts and work from earlier sessions.

Notes:
This module is a follow up to Difficult Conversations 1-3, and a natural conclusion to those. It reviews the previous work, introduces a structure for difficult conversations and provides a practical opportunity to plan for a real situation.

The activity can be run as a remote training session, with participants working in pairs.

However, if you prefer, you could brief participants by email and run this as a post training activity to be completed back in the workplace. If used in this way, we suggest you review each participant’s work in a follow up 1:1 coaching session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Handout
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Emotional Intelligence - Awareness of Others and Empathy (R)

Time:
In total we estimate this exercise will take 100 minutes.

Aims:
• To develop an understanding of the importance of awareness of others, the second strand of emotional intelligence.
• To allow participants to practice empathy as a skill.

About

Time:
The exercise in this module can be completed in about 80 minutes. In total, allowing for discussion, we recommend allowing about 100 minutes for this module.

Aims:
• To develop an understanding of the importance of awareness of others, the second strand of emotional intelligence.
• To allow participants to practice empathy as a skill.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module forms Part 2 of a two-part introduction to emotional intelligence. This part examines interpersonal intelligence – being able to distinguish other people’s emotions, moods and temperaments.

Emotional Intelligence – Self Awareness looks at intra-personal intelligence - self-awareness and the ability to notice and regulate or manage our own emotional state or mood.

This module can also be used alone, for example as part of a customer service skills course, to explore the importance and value of empathy as a skill.

Before using this module, it is important to have an understanding of emotional intelligence and the effects of discussing it with a group of participants. You will find Mike Bagshaw’s Article in Trainer’s Library useful for this.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Emotional Intelligence - Self-Awareness (R)

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To raise awareness of self-awareness, the first strand of emotional intelligence.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To raise awareness of self-awareness, the first strand of emotional intelligence.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module looks at intra-personal intelligence - self-awareness - and the ability to notice and regulate or manage our own emotional state or mood.

It is important to have an understanding of emotional intelligence and the effects of discussing it with a group of participants. You will find Mike Bagshaw’s Article in Trainers’ Library useful for this.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

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Facing up to Challenges - Assertiveness Role-Play (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To provide participants with an opportunity to practise responding assertively to a range of situations.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To provide participants with an opportunity to practise responding assertively to a range of situations.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This activity is designed to be used as a conclusion to training around assertive behaviour and is suitable for staff at all levels. It provides participants with an opportunity to practise responding assertively to a range of situations – whether with managing upwards, dealing with peers and colleagues or in personal situations.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Trainer Notes
Handout
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Feelings Towards Change (R)

Time:
In total we estimate this exercise will take 25 minutes.

Aims:
• To explore your participants’ response to change and the factors that drive it.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 25 minutes for this module.

Aims:
• To explore your participants’ response to change and the factors that drive it.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• To prepare the two polls described in advance of the training session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (essential).

Downloads
Available to Basic
Trainer Notes
Trainer Handout

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Find Your Team - Work Groups or Teams? (R)

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To explore the differences between a team and work group.
• To help participants identify when a team or group is required.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 90 minutes for this module.

Aims:
• To explore the differences between a team and work group.
• To help participants identify when a team or group is required.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Teams, work groups and/or their leaders who wish to explore the current organisation and management of the group.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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PowerPoint (with Images)

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Firm Management ...or Bullying? (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To explore the differences between bullying behaviour and that of firm management.
• To understand the impact of organisational culture and norms on managers’ behaviour.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To explore the differences between bullying behaviour and that of firm management.
• To understand the impact of organisational culture and norms on managers’ behaviour.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Supervisors, team leaders and managers.

You'll Need:
• Nothing other than the materials provided.

Notes:
Different countries have different definitions of workplace bullying. You will find it helpful to check for yourself the current definition and any legislation or best practice guidelines applicable to your country and to have these available to share with your participants.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes.
• Breakout Rooms are essential for this module.

Downloads
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Handout
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Flenda’s Tale - Understanding Our Impact on the Behaviour of Others (R)

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To help participants understand the impact of their behaviours on others and the part they can play in developing and improving difficult relationships at work.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 20 minutes for this module.

Aims:
• To help participants understand the impact of their behaviours on others and the part they can play in developing and improving difficult relationships at work.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Everyone who interacts with others at work.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

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Gossip! - An Exercise in Communication (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage participants to communicate effectively in order to gather all the information available.
• To encourage participants to think about how they communicate.
• To encourage participants to work co-operatively to solve a shared problem.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To encourage participants to communicate effectively in order to gather all the information available.
• To encourage participants to think about how they communicate.
• To encourage participants to work co-operatively to solve a shared problem.

Group Size:
This module can be used with larger groups of between 6-10 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• To ensure every participant has a different ‘Gossip’ Brief. You might like to distribute these by email in advance of the session.

Notes:
This communication exercise is based on a logic puzzle. It’s a challenging exercise, made more so when using video conferencing. However, it illustrates, very powerfully, the need to control online discussions, to allow everyone a voice, to speak one at a time, and to listen carefully to what others are saying.

You will need a minimum of 3 participants, whilst 6 is the optimum number for the exercise. We do not recommend attempting this exercise with groups larger than 8, but if you must, we have included additional Gossip Briefs that enable the exercise to be used in groups of up to 10.

Please note that where there are more than 6 participants, some of the ‘gossip’ will be duplicated.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Half Full? - Optimism and its Importance (R)

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To encourage participants to consider their attitude.
• To encourage discussion of optimistic versus pessimistic outlooks.
• To recognise the impact that attitude has on performance.
• To enable participants to identify personal traits that might be holding them back.
• To encourage leaders to consider how they might deal with negative attitudes in their team.

About

Time:
The exercise in this module can be completed in about 20 minutes (see notes). In total, allowing for discussion, we recommend allowing about 20 minutes for this module.

Aims:
• To encourage participants to consider their attitude.
• To encourage discussion of optimistic versus pessimistic outlooks.
• To recognise the impact that attitude has on performance.
• To enable participants to identify personal traits that might be holding them back.
• To encourage leaders to consider how they might deal with negative attitudes in their team.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• To consider sending participants a copy of the handout in advance of the training session. The PDF version is a form that can be completed online.

Notes:
This module provides an excellent opportunity, when working with a wide range of participants, to consider how attitude can impact on performance. Topics where the inclusion of a module looking at optimism/pessimism might be beneficial include:
• Managing change.
• Problem solving and decision making.
• Customer service.
• Selling skills.
• Leading a team.
• Strategic leadership.
• Communication skills.
• Planning and scheduling.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

Downloads
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Handout
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Home Working - The Business Case for Major Change

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify the financial, environmental and time costs incurred by commuting.
• To identify how home working could benefit employees, employers and society.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To identify the financial, environmental and time costs incurred by commuting.
• To identify how home working could benefit employees, employers and society.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Managers and anyone interested in promoting home working as part of a long-term strategy within their organisations.

You'll Need:
• Your participants to bring a sheet of blank A4 paper and some coloured pens/crayons/pencils to the session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (required).
• Breakout Rooms (required).

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How Assertive Are You? (R)

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To help participants understand their current use of assertive behaviour and identify areas for improvement.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• To help participants understand their current use of assertive behaviour and identify areas for improvement.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Staff up to supervisor level.

You'll Need:
• To send participants a copy of the handout to complete in advance of the training session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

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Trainer Notes
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Implementing Solutions (R)

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To examine the steps towards successful implementation of change.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To examine the steps towards successful implementation of change.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is about the implementation of seemingly minor changes - a new process or procedure, a solution to a problem, etc. It provides an overview of what needs to be considered before implementing any minor change.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Influence and Persuasion - Profile of Power (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To allow participants the opportunity to identify their own sources of power, to know which they need to develop and to have an action plan for doing this.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To allow participants the opportunity to identify their own sources of power, to know which they need to develop and to have an action plan for doing this.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
All managers, but especially those who are new to the role who may feel they have little power of their own to allow them to accomplish results.

You'll Need:
• Participants to complete the first activity prior to the training session.

Notes:
We strongly recommend running Influence and Persuasion - Where Does the Power to Influence Come From? prior to running this session so that participants have an understanding of the different sources of power we build upon in this session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Influence and Persuasion - The Political Games People Play (R)

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To enable participants to consider the value and difficulty caused by organisational politics and political games.
• To create an understanding that managers cannot avoid politics, so need to know the games in which they may – deliberately or inadvertently – be playing.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To enable participants to consider the value and difficulty caused by organisational politics and political games.
• To create an understanding that managers cannot avoid politics, so need to know the games in which they may – deliberately or inadvertently – be playing.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
All managers, but particularly those who are new to management and may not understand the political nature of organisations, including their own.

You'll Need:
• Prepared flipcharts with simple 'cartoon' faces drawn on them - one face for each participant.
• Post-it notes.

Notes:
Politics is often seen as a ‘dirty word’ by many people, or as one in which they have no interest. The purpose of this module is for the participants to gain a more rounded understanding of what politics really means, and the importance politics play in influence and persuasion.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Influence and Persuasion - Understanding and Using Benefits (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To help participants recognise the difference between features and benefits.
• To demonstrate the importance of identifying customer needs and selling to these.
• To give participants the opportunity of explaining the benefits of their solution.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants recognise the difference between features and benefits.
• To demonstrate the importance of identifying customer needs and selling to these.
• To give participants the opportunity of explaining the benefits of their solution.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels but particularly those in sales, or roles where they are required to influence.

You'll Need:
• The Activity Link in Trainers’ Library.
• Your Activity Link PIN from the My Account section of the member homepage.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Influence and Persuasion - Where Does the Power to Influence Come From? (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To enable participants to understand what power is and where it comes from.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To enable participants to understand what power is and where it comes from.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
All managers, but particularly those who are new to management and may not understand that power comes from many different sources, not just authority.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Introduction to Giving Feedback (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To build an understanding of the characteristics and differences between constructive feedback, praise and criticism.
• To explain the importance of constructive feedback.
• To build awareness of “good practice” guidelines for providing constructive feedback.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To build an understanding of the characteristics and differences between constructive feedback, praise and criticism.
• To explain the importance of constructive feedback.
• To build awareness of “good practice” guidelines for providing constructive feedback.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Supervisors and first-time managers.

You'll Need:
• Nothing other than the materials provided.

Notes:
If you have fewer than 5 participants, you do not need to use breakout rooms.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Introduction to Transactional Analysis (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To provide participants with a way of understanding behaviour and improving communication.
• To provide a very basic introduction to transactional analysis.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To provide participants with a way of understanding behaviour and improving communication.
• To provide a very basic introduction to transactional analysis.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff up to junior managers.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is intended to provide a very simple introduction to transactional analysis, a theory developed by Eric Berne in the 1950s. If you are not familiar with transactional analysis you will need to read through all the notes carefully plus the additional material in the handout.

Go through the exercises on your own first so that you can see the rationale. If you have time, try to observe the different types “in play” in your own interactions with people.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (essential).
• Breakout Rooms (recommended for larger groups).

Label

Island of Opportunity - A Test of Negotiation Skills (R)

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To demonstrate the importance of building a clear understanding of needs and feelings in negotiation, through effective questioning and listening.
• To show the importance of separating people and personalities from the problems.
• To show the value of a shared problem/creative solution finding approach to negotiation.
• To provide an opportunity to practise negotiation, teamwork and problem solving skills.

About

Time:
This game can be played in about 60 minutes. In total, allowing for discussion and evaluation, we recommend allowing 90 minutes.

Aims:
• To demonstrate the importance of building a clear understanding of needs and feelings in negotiation, through effective questioning and listening.
• To show the importance of separating people and personalities from the problems.
• To show the value of a shared problem/creative solution finding approach to negotiation.
• To provide an opportunity to practise negotiation, teamwork and problem solving skills.

Skills and Behaviours Tested:
Negotiation skills, communication, leadership, teamwork and collaboration, and problem solving.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels who are involved in negotiating, but managers in particular.

You'll Need:
• Nothing other than the materials provided, but you might want to consider pre-assigning participants to their tribe and providing tribe members with their team brief and the island map in advance of the training session.

Notes:
It’s best to run this exercise module without too much explanation. This exercise has many different potential solutions – the learning comes from the experience of trying to find one that all parties can agree to.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Keys to Resilience (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify where resilience comes from and what makes people resilient.
• To understand how and why different people have different levels of resilience.
• To introduce six keys to personal resilience.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To identify where resilience comes from and what makes people resilient.
• To understand how and why different people have different levels of resilience.
• To introduce six keys to personal resilience.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff and managers at all levels.

You'll Need:
• To provide participants with the blank PowerPoint slides for this activity, either in the session or by email beforehand.

Notes:
This module can be used as a stand-alone module but is also a great way to introduce various topics that you might want to go on to explore in greater detail. It helps participants understand the wide range of factors that can influence an individual’s levels of resilience.

If you are going to move on to look at the six keys to personal resilience in greater detail then you may wish to leave out the final exercise. In this case you should be able to complete the module in 60 minutes.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Land of the Nutritos - Experiences of Minority Groups (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To help participants to consider how it feels to be different from the majority.
• To encourage understanding of the sources of prejudicial feelings and ways of behaving that can make others feel uncomfortable.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants to consider how it feels to be different from the majority.
• To encourage understanding of the sources of prejudicial feelings and ways of behaving that can make others feel uncomfortable.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• The Activity Link in Trainers’ Library.
• Your Activity Link PIN from the My Account section of the member homepage.

Notes:
This exercise uses an imaginative method for raising awareness of prejudice and really gets participants thinking.

It’s important to use this activity in a training environment where ground rules of showing respect for individual opinions and experiences have been established. The content is potentially sensitive, and it is important that the trainer monitors conversations during the group work to pick up on any intrusive questioning of minorities within the group, which could mirror the unhelpful behaviour described in the imaginary scenario.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

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Leaping to Assumptions - The Ladder of Inference (R)

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To introduce participants to the Ladder of Inference.
• To help participants understand how quickly we can leap to assumptions about other people, which in turn can harden into deep-rooted beliefs.
• To understand how our beliefs impact on our communication with others.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To introduce participants to the Ladder of Inference.
• To help participants understand how quickly we can leap to assumptions about other people, which in turn can harden into deep-rooted beliefs.
• To understand how our beliefs impact on our communication with others.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Everyone who interacts with others at work.

You'll Need:
• An internet connection, the Activity Links and your PIN.

Notes:
This exercise can be useful in any communication skills course or workshop, though it is particularly relevant in training that explores difficult conversations, decision making and negotiations. This module works well when immediately preceded by Assumptions - The Witches of Glum (from the Icebreakers section in Trainers’ Library) as it also challenges our tendency to assume things.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Learning - Push or Pull? - Approaches to Developing Others (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To explore the benefits of different approaches to developing others.
• To help participants choose the most appropriate approach for developing others in a given situation.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To explore the benefits of different approaches to developing others.
• To help participants choose the most appropriate approach for developing others in a given situation.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Team leaders, supervisors and managers.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is suitable for anyone who has responsibility for developing others in the workplace: Team leaders, supervisors or managers.

It is a useful addition to coaching skills courses and can help participants understand when a coaching approach might be appropriate and when it might not be.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (essential for more than 4 participants).

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Making and Refusing Requests (R)

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To draw up some guidelines for making and refusing requests.
• To describe and practise a number of assertiveness techniques.
• To test participants’ understanding of assertive behaviour.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• To draw up some guidelines for making and refusing requests.
• To describe and practise a number of assertiveness techniques.
• To test participants’ understanding of assertive behaviour.

Group Size:
This module can be used with groups of up to 12 participants. However, it is not suitable for 1-1 training.

Useful For:
Staff up to supervisor level.

You'll Need:
• To send half of your participants a copy of Handout 1 before the training session, and the other half Handout 2. Make a note of who has been sent which handout and ask them not to share the contents of their handout with others prior to the training session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (essential).

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Mentoring - What is Mentoring? (R)

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To enable participants to be able to define mentoring and its purpose.
• To explain the key differences between coaching and mentoring.
• To identify the benefits of effective mentoring to organisations, mentors and protégés.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To enable participants to be able to define mentoring and its purpose.
• To explain the key differences between coaching and mentoring.
• To identify the benefits of effective mentoring to organisations, mentors and protégés.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Anyone who wants to be a mentor and also those who are looking to use a mentor, but want to know more about the mentoring process.

You'll Need:
• To pre-prepare the poll/quiz.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes.
• Breakout Rooms.

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Mentoring Skills (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To recognise the key skills required of a mentor.
• To assess current skill levels.
• To identify key strengths and areas for development.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To recognise the key skills required of a mentor.
• To assess current skill levels.
• To identify key strengths and areas for development.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels who are, or will shortly begin, mentoring others.

You'll Need:
• Be prepared to email handouts to participants during the session if they are unable to download them.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

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Miss-Communication (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To show participants how we all interpret information differently.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To show participants how we all interpret information differently.

Group Size:
This module can be used with groups of up to 12 participants. It is not suitable for 1-1 use.

Useful For:
Staff at all levels.

You'll Need:
• Participants will need access to at least two sheets of plain A4 paper, a black marker pen or biro and, ideally, some coloured pens or pencils.

Notes:
This is a fun way to explore how we all see things differently. We recommend a minimum of 5 participants for this module to work well.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Onwards and Upwards - Moving Forward with Resilience

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To consider the journey that participants have been on and where they are now.
• To consider where they would like to be.
• To identify the changes participants can make to help them reach that destination resiliently.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing about 90 minutes for this module.

Aims:
• To consider the journey that participants have been on and where they are now.
• To consider where they would like to be.
• To identify the changes participants can make to help them reach that destination resiliently.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
This module is ideally suited for use in an established team that have been through a transformational change. It is not recommended for use with individuals who have or are going through a personally traumatic experience, where profession counselling, or other external support is likely to be appropriate. Always consider where in the change curve people are and whether they are emotionally ready to reflect on the experience they have been through before using this module. If they are still in the Shock or Anger phases of emotional response, this module is unlikely to be useful. (For more information on this, please refer to Sarah’s Change.)

You'll Need:
• Nothing other than the materials provided.

Notes:
This is an ideal follow on to Keys to Resilience. It was developed in response to the pandemic of 2020 but may be useful in a range of situations where teams are experiencing, or have experienced, transformational change. It challenges the perception of wanting to get back to how things were before and encourages participants to reflect on the whole journey, what they’ve learnt and what they want to take with them on the next leg.

This is a long session, which can be split by a break where indicated.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

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Police Chase (R)

Time:
In total we estimate this exercise will take 105 minutes.

Aims:
• To tests individuals’ commitment to teamwork, as well as their ability to communicate effectively and work co-operatively together.
• To explore how participants react when trust within their team is undermined and to observe how well individuals work together when under pressure.
• To examine the impact changes in personnel can have on a team, as well as an opportunity to consider the size at which teams achieve optimum performance, in terms of their decision making abilities.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing about 105 minutes for this module.

Aims:
• To tests individuals’ commitment to teamwork, as well as their ability to communicate effectively and work co-operatively together.
• To explore how participants react when trust within their team is undermined and to observe how well individuals work together when under pressure.
• To examine the impact changes in personnel can have on a team, as well as an opportunity to consider the size at which teams achieve optimum performance, in terms of their decision making abilities.

Skills and Behaviours Tested:
Communication skills, problem solving, decision making, teamwork and team dynamics, leadership, conflict, trust, adapting to change and time management.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• To customise the free spinner provided on Trainers’ Library.
• A timer/stopwatch to keep track of time. (There is a countdown timer available in Trainers’ Library.)

Notes:
This exercise has been designed to look at teamwork in a general sense and to provide an opportunity to think about what happens to teamwork when trust is impaired or missing.

The first 10 minutes, before the exercise begins, should be used to give the teams a chance to clarify their understanding of the rules, and begin thinking about their strategy.

In this module we’ve used a fictional currency that consists of Unums and Centums. This means the exercise can be used in any country, and with international groups, without further adaptation. (100 Unum = 1 Centum.)

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Powerful Communication - What Listeners Pay Attention To (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To help participants understand what listeners actually pay attention to when someone is speaking.
• To provide participants with a self-generated list of the essences of powerful communication.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To help participants understand what listeners actually pay attention to when someone is speaking.
• To provide participants with a self-generated list of the essences of powerful communication.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This exercise can be useful in any course on communication skills or presentation skills. It works best at the start of a course as the flipchart that the participants generate can be referred to throughout the rest of the course and added to as other essences of powerful communication appear.

If you have more than 6 participants, the exercise works best if you split the group into 2 teams, in which case you might want one team to run the activity without cameras, as explained in the notes. (If you do this, you will need one participant, or another trainer, to facilitate the process.)

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required if more than 6 participants).

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Quoting Resilience (R)

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To encourage participants to begin to think about resilience and what it means to them.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 20 minutes for this module.

Aims:
• To encourage participants to begin to think about resilience and what it means to them.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Everyone.

You'll Need:
• To send out instructions in advance of the training session and follow up on these, if necessary, to ensure the pre-training task is completed.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (not required).
• Breakout Rooms (not required).

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Trainer Notes
Trainer Handout

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Remote Rules - Managing or Working in Remote Teams (R)

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 45 minutes for this module.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Those who currently work in Remote Teams. It is also particularly well suited to those that are about to start working remotely. It is best run with complete teams, but you could also run it with those responsible for managing a Remote Team.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is an excellent follow on to Working in Remote Teams.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Remote Team Management - Attitude and Approach (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To consider how managers might need to adapt their attitudes and approach in order to successfully manage a remote team.
• To consider the pitfalls of trying to micro-manage a remote team.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To consider how managers might need to adapt their attitudes and approach in order to successfully manage a remote team.
• To consider the pitfalls of trying to micro-manage a remote team.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
This module is suitable for those who do, or will, manage remote teams.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is particularly targeted at managers with a tendency to control and micro-manage, and considers the changes they will need to make to their management style in order to successfully manage a remote team.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Remote Team Management - Limiting Beliefs (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To consider how our beliefs about people impact the way we manage them.
• To consider whether those beliefs and the resulting behaviours will help us effectively manage remote workers.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To consider how our beliefs about people impact the way we manage them.
• To consider whether those beliefs and the resulting behaviours will help us effectively manage remote workers.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
This module is suitable for those who do, or will, manage remote teams.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module encourages participants to consider their beliefs about employees and whether those beliefs and the resulting behaviours they adopt will help them get the best out of remote workers. You can use this in place of Remote Team Management – Attitude and Approach, but consider using that module to reinforce and develop the learning from this.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (required).
• Breakout Rooms (required).

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Remote Team Management - Self Management (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To consider the challenges faced by remote workers and the skills needed to self-manage.
• To look at ways in which remote workers can create a separation between work and home life.
• To look at the role team leaders play in supporting home workers, particularly those new to home working.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To consider the challenges faced by remote workers and the skills needed to self-manage.
• To look at ways in which remote workers can create a separation between work and home life.
• To look at the role team leaders play in supporting home workers, particularly those new to home working.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
This module is suitable for those who do, or will, manage remote teams and all those who work remotely.

You'll Need:
• Nothing other than the materials provided.

Notes:
The Glasstap team have been working successfully as a remote team from at least 6 different locations, for more than 10 years. Collectively, we have more than 55 years’ experience of remote team working.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Remote Teams - Bridging the Gap Between Us (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage participants to think about how they can develop and maintain a real sense of teamwork, even when people are physically distanced.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To encourage participants to think about how they can develop and maintain a real sense of teamwork, even when people are physically distanced.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Whilst this module is useful to anyone who works in a remote team, or will be in the future, it perhaps works best when run with a complete team of remote workers (including their manager), as they’ll be able to more easily develop and action the ideas generated.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Remote Teams - Engaging with Technology (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage participants to think about the technology that will help remote teams to be effective and how to use it appropriately.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To encourage participants to think about the technology that will help remote teams to be effective and how to use it appropriately.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
This module is best run with a complete team of remote workers and their manager.

You'll Need:
• Nothing other than the materials provided.

Notes:
The Glasstap team have been working successfully as a remote team from at least 6 different locations, for more than 10 years. Collectively, we have more than 55 years’ experience of remote team working. In this series of modules, we’ve used that experience to help you help other teams and their managers make the transition to remote working, or build on the foundations already in place.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Re-Scripting Feedback (R)

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To encourage participants to consider the art of feedback and to ensure their feedback is appropriate and objective.
• To enable participants to identify useful, helpful, constructive feedback.
• To clarify what makes useful, constructive feedback.
• To develop the participants’ ability to give constructive feedback.
• To consider how it feels to be on the receiving end of destructive or unhelpful feedback.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To encourage participants to consider the art of feedback and to ensure their feedback is appropriate and objective.
• To enable participants to identify useful, helpful, constructive feedback.
• To clarify what makes useful, constructive feedback.
• To develop the participants’ ability to give constructive feedback.
• To consider how it feels to be on the receiving end of destructive or unhelpful feedback.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
The suggested time for this module is based on the assumption that pre-work has covered the essential elements of positive feedback.

The activity is designed to help participants improve their ability to offer feedback in a way that is constructive and helpful and leads to positive performance. It works particularly well following the Introduction to Giving Feedback (R) module in Trainers’ Library (which covers the essential elements mentioned above).

The activity in this module can be used as the basis of a 1:1 coaching discussion.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (optional).
• Breakout Rooms (required).

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Trainer Handout (Word)

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Responding to Written Complaints (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To encourage participants to think about the importance of written complaints.
• To provide a simple model for drafting an appropriate written response to a complaint.
• To provide an opportunity for participants to practise writing responses to customer complaints.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To encourage participants to think about the importance of written complaints.
• To provide a simple model for drafting an appropriate written response to a complaint.
• To provide an opportunity for participants to practise writing responses to customer complaints.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels and in particular, supervisors, team leaders or those responding to customer complaints.

You'll Need:
• Nothing other than the materials provided.

Notes:
We have provided 4 fictional written complaints, which can be used if real examples can't be made available, (together with a suggested response for each) but the exercise will probably be of more benefit if participants can draft responses to complaints that are relevant to their team/department/organisation.

We recommend therefore that for the practical element of this module, you gather some examples of written complaints received by your organisation (try to have a mix of letters, emails or social media postings). You should pre-prepare these by removing any information that identifies the customer and/or a particular member of staff.

Before running this module, please familiarise yourself with the handout and make sure you understand the structure used. The suggested responses to our fictional written complaints will help in your preparation.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes.
• Breakout Rooms.

Label

Summary and Clarification (R)

Time:
In total we estimate this exercise will take 20 minutes.

Aims:
• To demonstrate the importance of summary and clarification in effective communication.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 20 minutes for this module.

Aims:
• To demonstrate the importance of summary and clarification in effective communication.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (optional for larger groups).

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Trainer Notes


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Sweet Talking - Sales and Influence (R)

Time:
In total we estimate this exercise will take 15 minutes.

Aims:
• To help participants understand the importance of understanding what’s important to their customers when trying to influence them or sell to them.

About

Time:
The exercise in this module can be completed in about 8 minutes. In total, allowing for discussion, we recommend allowing about 15 minutes for this module.

Aims:
• To help participants understand the importance of understanding what’s important to their customers when trying to influence them or sell to them.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• A bag or box of chocolates (or sweets), or some other prize, which you’ll need to send the winner. (Alternatively, you can use the PowerPoint ‘virtual’ prize.)
• A timer or stopwatch.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (not required).
• Breakout Rooms (not required).

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Trainer Notes
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Telephone Sales - Don’t Be Annoying!

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify why potential customers don’t like receiving sales calls.
• To consider the skills that sales consultants will need to use to get their message heard by potential buyers.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To identify why potential customers don’t like receiving sales calls.
• To consider the skills that sales consultants will need to use to get their message heard by potential buyers.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Telesales and sales staff.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module can be used as an effective introduction to telesales training. As the training progresses, you may discover that, having identified the skills they should be using, participants fail to actually apply these in practical ‘role-play’ or simulation type exercises, and instead slip into bad habits. We recommend encouraging participants to use the lists of ‘good’ behaviours they generate to plan and then review their performance in later role-play/simulation tasks.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads
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Trainer Notes
Handout
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The Change Journey - What to Do When Change Really Hurts (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To describe the change curve.
• To consider strategies for working through the change curve journey.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To describe the change curve.
• To consider strategies for working through the change curve journey.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
All staff, including managers.

You'll Need:
• Article - When Change Really Hurts, available in the Articles section of Trainers’ Library.

Notes:
This can be a challenging session to run so it’s important that you feel confident in your knowledge and have lots of information to add if the group clams up. Apart from the article that you need for the session, you may also find it useful to read those by Damian Hughes and Martin Haworth, also available in the Articles section of Trainers’ Library.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Trainer Notes
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The Hotel Booking - A Customer Service Experience (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To show the importance of empathy when dealing with angry customers.
• To demonstrate that it is not just the solution, but the way the solution is delivered that affects the customer's view of the service they received.
• To provide participants with an opportunity to consider a real customer experience and to identify areas for improvement in the way it was handled.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To show the importance of empathy when dealing with angry customers.
• To demonstrate that it is not just the solution, but the way the solution is delivered that affects the customer's view of the service they received.
• To provide participants with an opportunity to consider a real customer experience and to identify areas for improvement in the way it was handled.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
We would like to thank Jo Downes for her help in writing this module.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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The Importance Of Assertiveness (R)

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To build an understanding of the importance and value of assertive and responsive behaviour.
• To build an understanding of the impact of assertive behaviour on ourselves and on others.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• To build an understanding of the importance and value of assertive and responsive behaviour.
• To build an understanding of the impact of assertive behaviour on ourselves and on others.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

Downloads
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Trainer Notes
Handout
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The Leadership Identikit (R)

Time:
In total we estimate this exercise will take 75 minutes.

Aims:
• To explore the differences between leadership and management.
• To explore the relationship between leadership and management.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 75 minutes for this module.

Aims:
• To explore the differences between leadership and management.
• To explore the relationship between leadership and management.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Team leaders and managers, or those who soon will be.

You'll Need:
• The Activity Link in Trainers’ Library.
• Your Activity Link PIN from the My Account section of the member homepage.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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The Mentoring Relationship - Development and Conclusion

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To consider the role the mentor in terms of evaluation, facilitation and motivation.
• To provide a structure of mentoring meetings.
• To consider when it’s the right time to end the mentor-protégé relationship.
• To consider how to review the success of the mentor-protégé relationship when it ends.

About

Time:
The exercise in this module can be completed in about 20 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To consider the role the mentor in terms of evaluation, facilitation and motivation.
• To provide a structure of mentoring meetings.
• To consider when it’s the right time to end the mentor-protégé relationship.
• To consider how to review the success of the mentor-protégé relationship when it ends.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Both mentors and protégés at any level.

You'll Need:
• Nothing other than the materials provided.

Notes:
We recommend running The Mentoring Relationship – Foundations before this module.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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PowerPoint (with Images)

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The Mentoring Relationship - Foundations

Time:
In total we estimate this exercise will take 85 minutes.

Aims:
• To enable participants to define the 3 stages of the mentor-protégé relationship.
• To enable mentors and protégés to have clarity about their roles and responsibilities.
• To provide guidelines and templates for managing the relationship.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 85 minutes for this module.

Aims:
• To enable participants to define the 3 stages of the mentor-protégé relationship.
• To enable mentors and protégés to have clarity about their roles and responsibilities.
• To provide guidelines and templates for managing the relationship.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Both mentors and protégés at any level.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module involves two parts. We recommend taking a break (minimum 15 minutes) between the two parts, and therefore allowing at least 100 minutes in total for this session.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

Downloads

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PowerPoint (with Images)

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The Monster of Anesi - Learning to Stretch Beyond Comfort! (R)

Time:
In total we estimate this exercise will take 55 minutes.

Aims:
• To help participants understand the ability for fear to debilitate.
• To explore what happens if we continue to avoid new situations that scare us.
• To explore the principle of Comfort Zone, Learning Zone and Panic Zone, and the function of each.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 55 minutes for this module.

Aims:
• To help participants understand the ability for fear to debilitate.
• To explore what happens if we continue to avoid new situations that scare us.
• To explore the principle of Comfort Zone, Learning Zone and Panic Zone, and the function of each.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Staff at all levels.

You'll Need:
• To have read the story a few times so that you are familiar with it and can read it with expression.
Or
• Full and Pro Members can use the audio version of the story.

Notes:
This module looks at the impact of fear on our ability to achieve goals and fulfil our potential. It’s a useful addition to any training around personal development, adaptability and resilience. It also looks at the role of the Comfort Zone in learning and is therefore also important to trainers, or those taking on a people development role. In addition, it’s a useful module to include in any topic specific training, where fear of a new situation might hold learners back from achieving their full potential.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Story (MP3 Audio Version)

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The Shopping List - An Exercise in Unconscious Bias (R)

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To demonstrate how our own beliefs, values and past experiences affect how we perceive people and situations.
• To raise awareness of how often unconscious bias impacts upon our perceptions of others.
• To understand the impact of unconscious bias on our interactions with others and the decisions we take.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To demonstrate how our own beliefs, values and past experiences affect how we perceive people and situations.
• To raise awareness of how often unconscious bias impacts upon our perceptions of others.
• To understand the impact of unconscious bias on our interactions with others and the decisions we take.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (required).

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The Two Farmers - Managing Team Performance (R)

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To help first time managers to recognise and discuss some of the things that they need to do to build awareness of the team and monitor its performance.
• To help first time managers understand the importance of spotting potential problems quickly and taking appropriate action to help the team overcome these.

About

Time:
The exercise in this module can be completed in about 50 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To help first time managers to recognise and discuss some of the things that they need to do to build awareness of the team and monitor its performance.
• To help first time managers understand the importance of spotting potential problems quickly and taking appropriate action to help the team overcome these.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Junior managers, especially those managing for the first time.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Trouble at the Inn - Managing Poor Performance (R)

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To encourage participants to consider different approaches to improving poor performance, and the relative merits of those different approaches.
• To encourage participants to think about appropriate timescales over which they might expect to improve performance and standards.
• To consider the implications of not taking action to improve poor performance.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing about 90-120 minutes for this module (see notes).

Aims:
• To encourage participants to consider different approaches to improving poor performance, and the relative merits of those different approaches.
• To encourage participants to think about appropriate timescales over which they might expect to improve performance and standards.
• To consider the implications of not taking action to improve poor performance.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Managers, or those who soon will be.

You'll Need:
To decide how to run this module. You can:
• Set the assignment as a pre-training task to be completed by each team or individual. (We’ve provided suggested wording to use in an email to brief team members/individuals on their task.)
• Run the whole session in real time with a break between the activity and debrief.

Notes:
There are two different versions of the team brief for this exercise.

For junior managers we recommend using version 1, which contains a list of actions that the managers could consider when dealing with the issues of poor performance.

For more experienced managers, we recommend using version 2, which does not provide any clues about the type of action they could take and encourages them to come up with their own solutions.

This module is ideally suited for inclusion in training around managing change.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Unequal Opportunities (R)

Time:
In total we estimate this exercise will take 25 minutes.

Aims:
• Demonstrate how opportunities are not always as equal as they may seem.
• Demonstrate why equal opportunities legislation exists.
• Demonstrate why reasonable adjustments might be required in order to make opportunities more accessible to all.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 25 minutes for this module.

Aims:
• Demonstrate how opportunities are not always as equal as they may seem.
• Demonstrate why equal opportunities legislation exists.
• Demonstrate why reasonable adjustments might be required in order to make opportunities more accessible to all.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff and managers at all levels.

You'll Need:
• Nothing other than the materials provided.

Notes:
This activity requires a minimum of 5 participants.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (essential).

Downloads
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Trainer Notes


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What Is Assertiveness? (R)

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To define assertiveness.
• To identify the main characteristics of assertiveness.
• To distinguish assertive behaviour from aggressive and submissive behaviours.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To define assertiveness.
• To identify the main characteristics of assertiveness.
• To distinguish assertive behaviour from aggressive and submissive behaviours.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Staff up to supervisor level.

You'll Need:
• Nothing other than the materials provided.

Notes:
There are two exercises in this module; a simple quiz (15 minutes) and a discussion exercise (15 minutes).

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

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Which Shelf Are You On? - Labels and Assumptions (R)

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To encourage people to reflect on the assumptions we make and the labels we attach to people.
• To understand that there is more to people than what we see on the surface.

About

Time:
The exercise in this module can be completed in about 15 minutes. In total, allowing for discussion, we recommend allowing about 30 minutes for this module.

Aims:
• To encourage people to reflect on the assumptions we make and the labels we attach to people.
• To understand that there is more to people than what we see on the surface.

Group Size:
This module can be used with groups of up to 12 participants. However, it is not suitable for 1-1 use.

Useful For:
Staff at all levels.

You'll Need:
• Nothing other than the materials provided.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Polls/Quizzes (optional).
• Breakout Rooms (essential).

Downloads
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Trainer Notes
Handout
Handout (Word)


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Working in Remote Teams (R)

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To identify key things required for remote teams to work successfully together.

About

Time:
The exercise in this module can be completed in about 10 minutes. In total, allowing for discussion, we recommend allowing about 40 minutes for this module.

Aims:
• To identify key things required for remote teams to work successfully together.

Group Size:
This module can be used with individuals as well as groups of up to 12 participants.

Useful For:
Those who currently work in Remote Teams. It is also particularly well suited to those that are about to start working remotely. It is best run with complete teams, but you could also run it with those responsible for managing a Remote Team.

Notes:
This is a useful icebreaker/introduction to remote working for those who haven’t worked in remote teams before, or for those who want to strengthen their remote teams.

You might wish to follow this module up with Remote Rules.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms.

Downloads
Available to Basic
Trainer Notes
Handout
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Wrong Message, Poorly Written (R)

Time:
In total we estimate this exercise will take 105 minutes.

Aims:
• To help participants identify what is wrong with a real example of a ‘customer service’ email.
• To encourage participants to think about the key messages the company intended to deliver to its customers.
• To recognise the impact that poor grammar and punctuation has on a writer’s credibility.
• To rewrite the email, delivering the key messages in an appropriate, effective manner.

About

Time:
The exercise in this module can be completed in about 45 minutes. In total, allowing for discussion, we recommend allowing about 105 minutes for this module.

Aims:
• To help participants identify what is wrong with a real example of a ‘customer service’ email.
• To encourage participants to think about the key messages the company intended to deliver to its customers.
• To recognise the impact that poor grammar and punctuation has on a writer’s credibility.
• To rewrite the email, delivering the key messages in an appropriate, effective manner.

Group Size:
This module can be used with groups of up to 12 participants. It’s also suitable for 1-1 training.

Useful For:
Supervisors and above.

You'll Need:
• Nothing other than the materials provided.

Notes:
This is a long module for remote delivery, so we strongly recommend running it as two one-hour sessions with a break between, as described in the notes. This means running it either side of a decent (minimum 20 minute) break or over two days.

This module is based upon a genuine email, which was distributed to an internet hosting company’s customers. It contains important lessons about culture, customer service, and writing skills. It can also be used to prompt discussion about the damaging effects of poor communication.

For the purposes of this exercise we’ve shortened the original email by removing a few of the more technical paragraphs.

If using this module to train an individual, run the first exercise as a 1:1 discussion, but leave them to attempt the second activity alone, either in the session or as a work-based activity between coaching sessions.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Wrong Standard - Examination of a Real 'Standard Letter' (R)

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To help participants identify what is wrong with a (real example) of a ‘customer service’ letter.
• To encourage participants to think about the key messages the company intended to deliver to its customer.
• To recognise how one badly constructed letter can lose a customer.

About

Time:
The exercise in this module can be completed in about 30 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants identify what is wrong with a (real example) of a ‘customer service’ letter.
• To encourage participants to think about the key messages the company intended to deliver to its customer.
• To recognise how one badly constructed letter can lose a customer.

Group Size:
This module can be used with groups of up to 12 participants. It’s not suitable for 1-1 training.

Useful For:
Staff at all levels, and especially people working in finance and/or customer services.

You'll Need:
• Nothing other than the materials provided.

Notes:
This module is suitable for staff at all levels; especially those involved in financial and/or customer services. The example shows a letter that is confusing and pretentious, both in its layout and in its content. The writer of this letter should be aiming to regain – even increase – business from this customer. In the letter's current format, it is highly unlikely that this will be achieved.

This exercise would also be useful to develop a conversation in an organisation about its standard letters, which are often carelessly written and should be regularly examined and revised.

Remote/Virtual Delivery:
Remote Delivery requires a system that as an absolute minimum provides the following functionality:
• Face-to-face discussion.
• Share screen.
• Chat.
• Share files.

In addition, we strongly recommend using a system that provides for:
• Breakout Rooms (required).

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Trainer Notes
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