2 be (UK) has launched the 'Getting to Grips with' series of workshops. These are open workshops held at venues throughout the UK. Details of the workshops available are featured here. For full details of dates and costs please contact us.
select one of our course titles to learn more
Getting to Grips with T&C
Getting to Grips with Coaching & Assessing
Getting to Grips with Treating Customers Fairly
What delegates have said about our workshops
Getting to Grips with Coaching & Assessing

This programme looks at the skills involved in the Supervisory role when it comes to regulated products and services, such as investments, mortgages and general insurance

Objectives

At the end of the programme, delegates should be able to:

  • Explain the coaching and assessment cycle and explain the benefits of each to coachees and customers
  • Use an observation form in a positive and competent manner
  • Classify and evaluate evidence competently
  • Structure and conduct a feedback meeting in a positive and competent manner
  • Structure an effective action/development plan following an observation
  • Complete their own action plan for use in the field

DAY ONE

Introductions & Objectives
  • Housekeeping
  • Objectives
  • Personal introductions
  • Programme rules
The Role Of The Supervisor
  • The right approach
  • The ‘do’s and the ‘don’ts’
  • The Regulatory requirements
  • Ensuring everyone’s protected
  • Making it all positive
Coaching & Assessing: The Upsides
  • Creating the right experience
  • Criticism and developmental feedback
  • Why coach?
  • Negatives and positives
The Coaching Cycle
  • Assess, Analyse, Feedback, Action
  • The Skills of the Coach
  • Being a positive coach
Assessment Skills
  • The assessment process
  • The rules of assessment
  • Methods of assessing & being assessed
  • Problems to overcome
  • Using Tests, Case Studies and data
  • Observation Skills: the observation form
  • Gathering evidence
  • Fact or Opinion?
  • Staying Objective: assessment traps
  • Standards: what does good look like?

DAY TWO

Assessment Practicals
  • Video practical: evidence gathering
  • Analysing the evidence
  • Feedback
Giving Feedback
  • Feedback problems
  • Transactional Analysis and Feedback
  • Being positive
  • The role of questions
  • Feedback practical
Setting Development Plans
  • SMART criteria
  • Getting the correct focus
  • Practical
Making Them Work
  • Ongoing monitoring
  • Your role in support
  • Giving practical help
  • Learning Styles
  • Motivation

Personal Action Plans

  • Own action and development plans for use in the field