hniques ions ion e ing essential soft skills training · pd 2 supervisors & managers coaching...

PROFESSIONALISM

STYLE

COMMUNICATION

SKILLS

SOLUTIONSMANAGEMENT

TECHNIQUES

MOTIVATINGADVICE

ESSENTIAL

Soft Skills Training for Professionals

855.988.2020 | www.20-20services.com

Dear friends,

We are excited to release our first ever 20-20 Services Soft Skills Catalog. Often we hear it is the soft skills that professionals most need to continue their growth in the profession. Although our core training contains many of these modules, many firms have asked us about a “soft-skills”-only program. So, we wanted to make our inventory of soft skills training easier to understand and access allowing you to build a program that would best meet your needs. Hence, the 20-20 Services Soft Skills Catalog.

We have organized the content consistent with a professional’s progression through a firm. The programs apply to all of your professionals including audit, tax and consulting; from staff through partner. Please look through and see if anything grabs you. We would enjoy an opportunity to answer any questions you may have and to help you put together a program to best meet your needs. Please call us at 855-988-2020 or email Beckie Reilly at [email protected] and we will be happy help you.

Thank you,

Bo Fitzpatrick, CPA PRESIDENT

TABLE OF CONTENTSTABLE OF CONTENTS

The 20-20 Professional Progression Model 1

COURSE SUMMARIES BY COMPETENCY

Professionalism 2

Communication 2

Client Service 3

Supervision 4

Lead & Manage 5

COURSE SUMMARIES BY EXPERIENCE LEVEL

New Hire 8

Experienced Professional 9

Supervisor & Manager 13

Soft Skills Training Program Pricing 17

mailto:[email protected]

The 20-20 Professional Progression Model

20-20 Services provides a complete training curriculum to help develop your staff into well-rounded professionals who can take your organization to the next level. We have identified the key skill sets needed at various phases of a professional’s career and incorporated them into a comprehensive soft-skills training program. Our courses are tailored to a point in time of a professional’s career so that each module provides an opportunity to apply new skills right away. We use our experience in adult learning to design courses that share practical knowledge as well as engage and excite the participants. We encourage you to explore our unique offerings and ask us more about our training programs.

SOFT SKILLS

Lead & ManageSupervision

Client ServiceCommunicationProfessionalism

The 20-20Professional Progression Model

ASSESSMENT & LEARNING

The lens of past experience

Feed

back

from

oth

ers

Feedback from self

1

PROFESSIONALISM

Course Summaries by Competency

ProfessionalismDetermine appropriate professional behavior using various common scenarios and situations. Participants will consider their current approach to professionalism and how to adjust their style as appropriate.

CPE Hours Suggested Experience Level

PD 1 New Staff

Business EthicsUnderstand how ethics brings value in the business world using real-life examples.


PD 1 New Staff

Business EtiquetteIdentify key elements to appropriate business etiquette, including meeting people, business dining, attire and interacting with a client.


PD 1 New Staff

Professional EtiquetteLearn how professional etiquette impacts the work environment. Understand general office etiquette and dining etiquett. Address Dos and Dont’s of professionalism with social media and online activity.


PD 4 New Staff / Experienced Professional

COMMUNICATION


Listening SkillsParticipants will assess their listening skills and practice the three dimensions of listening to improve upon their skills.


Comm 2 New Staff

Performing Effective InquiriesParticipants will identify their individual communication style and learn how to adapt their style when appropriate. Also, participants will learn basic information-gathering interview techniques and how to ask the right questions to encourage the interviewee to share relevant and important information.


Comm 1 New Staff / Experienced Professional

Business Writing & Electronic CommunicationThis module provides an interactive opportunity to learn the fundamentals of business writing and how to apply them to daily business communications including electronic communication.


Comm 1.5 Experienced Professional

ETHICSETIQUETTE LISTENING

2

3

COMMUNICATION continued


Communicating Within and Across TeamsIdentify opportunities and explain action items to improve communication within and across teams.


Comm 2 Experienced Professional

Presentation, Instruction & Facilitation SkillsThe course is designed to enhance the skills of individuals that participate in a wide range of internal and external presentation situations. The program provides expert advice, demonstrations, group discussions, and practice opportunities.


Comm 6-12 Experienced Professional / Supervisors & Managers

CLIENT SERVICE


Project Management Participants will learn to create realistic milestone calendars and project plans. Also, they will have an opportunity to brainstorm potential responses to common scenarios that disrupt the original plan and budget.


PD 2 Experienced Professional

Effectively Manage Time and Prioritization of TasksThis module focuses on the importance of prioritizing tasks. Participants will review the principles related to organizing and prioritizing tasks and have several opportunities to practice prioritizing tasks through class exercises.



Manage Projects for ProfitabilityThis module provides skill training and ideas for improving the techniques needed to manage projects for profitability.


PD 2 Supervisors & Managers

Time Management & Organization Participants will look at time management from a new perspective: energy management. This activity filled module also focuses on role identification and prioritization of responsibilities.



SKILLSORGANIZATION

PRESENTATIONS

FACILITATIONDISCUSSIONS

COACHINGTIME

4

CLIENT SERVICE continued


Creative Problem SolvingThis module addresses the life and business skill of problem solving. It is done within the context of work-related issues; however, the creative problem-solving process and related brainstorming techniques have universal application.



Preparing Winning ProposalsParticipants will discuss challenges and review best practices to prepare winning proposals.



Client ServiceUnderstand the importance of client service and what exactly is meant by ‘effective (good) client service’. This module will allow participants to consider their current approach to client service, how their clients might measure the effectiveness of the client service and ways to improve their client service strategy.



SUPERVISION


Supervision Styles & Providing FeedbackThis modules addresses several aspects of supervision and communication. Learn how different tasks and people warrant different styles of supervision. The module also addresses on-the-job feedback, which is a key application of supervision.



Teaching & DelegatingThrough role play and teaching activities participants will learn how to effectively delegate and provide instruction.



Supervising & Motivating Team MembersThis module addresses what motivates professional employees, how to identify specific motivators for an individual, and how to apply common motivational strategies.



CoachingUnderstand the main differences between coaching, mentoring and supervision. Participants will also have the opportunity to learn skills and techniques that will make them more effective as a coach.



PROPOSALSEFFECTIVENESS

BRAINSTORMING

5

SUPERVISION continued


Providing Written & Verbal FeedbackThis module will provide participants with an understanding as to the value of informal and formal feedback. Participants will consider their current approach to providing feedback, ways to improve the delivery of feedback and allow time to practice these skills in a safe environment.



Leading Teams to SuccessThis module addresses several aspects of teamwork, specifically focused on the necessity for leaders to focus on their team’s needs as well as the individuals’ needs.



Motivating Team MembersThis module takes a deep dive into what motivates professional employees, how to identify specific motivators for an individual (personality style and generational), and how to apply common motivational strategies.



Conflict ManagementThis module will provide participants with proven techniques and strategies to address workplace conflict. This module will allow participants to practice these skills in a safe environment.



LEAD & MANAGE


Meeting People & NetworkingParticipants will discuss expectations around networking and business development as well as take part in a group exercise to meet people in the business setting.



Advanced Creative Problem Solving This module will provide participants with tools to use when solving problems as a supervisor or manager. Participants will consider their current approach to problem solving, ways to generate more ideas and time to practice problem solving skills on examples of real life workplace situations.



Business Development & NetworkingThis module highlights the importance for all professionals to take actions that will serve their clients and build their networks, which in turn will serve as a cornerstone for building future business.



PEOPLEMENTORING

NETWORKINGNEGOTIATION

6

LEAD & MANAGE continued


Leadership & Management This module uses an externally published self assessment instrument and an externally produced video to share both key leadership and management skills and to help provide tangible suggestions for actions that will improve team leadership and management.



Emotional IntelligenceThis module explores emotional intelligence and how each participant can use it to manage relationships with their teams with a focus on improving self-awareness.


PD 1 Experienced Professional / Supervisors & Managers

Leading MeetingsDiscuss key strategies and tips for navigating the world of leading meetings.



NegotiationReview proven techniques and strategies to address workplace conflict. Participants will have the opportunity to practice negotiating skills in order to reduce workplace conflict in a safe environment.



Executive PresenceThis module will address the business concept of executive presence. Participants will explore the meaning and definition of the term as well as the variety of elements that are often considered a part of executive presence.



MentoringThis module provides an opportunity to explore what it means to be a mentor, what characteristics define a successful mentor, and how to approach being a mentor to others.


PD 1 Experienced Professionals / Supervisors & Managers

Exceptional Client ServiceDiscuss the importance of providing exceptional client service to internal and external customers. The module provides participants with research-based evidence on the importance of loyal customers to an organization. It then discusses five key client service principles and allows participants to practice these principles using many individual and small group exercises as well as class discussions.



7

LEAD & MANAGE continued


Networking for IntrovertsParticipants will gain confidence in networking and business development opportunities. They will learn networking techniques designed specifically for those who feel uncomfortable “working a room” or in other cold networking and selling situations. Finally, understand methods for building business and developing relationships that lead to improved self-confidence and contributions to the bottom line.



Engage Your AudienceLearn how engaging visuals, body language and story-telling can more effectively get your message across. Learn to communicate more effectively and move beyond the over-used, sleep-inducing, text filled slide presentations and proposals.



Personal BrandParticipants will define their current brand and articulate their ideal personal brand based on individual career objectives. Participants will analyze how their brand aligns within the firm’s objectives and reputation and understand the many avenues that express each individual brand and learn how to use them to promote career and firm.



Building Great TeamsParticipants will assess individual strengths using Gallup strengths research and assessment tool. In addition, they will learn how to work more effectively with team members that have different strengths and gain new knowledge on how to use strengths to be more productive, happier, and develop a stronger workplace culture.



Building Trust in a Diverse WorkplaceReview the 20-20 Model for Building Trust and discuss how the model can be used in every day life to deepen awareness and build trust with co-workers, team members and clients.



MENTORING

PRESENCE

LEADING

TECHNIQUES

STORIES ENGAGING

8

NEW HIRE

Options

One-Day: Option 1

COURSE NAME CPE HOURS

Professionalism PD 1

Business Ethics PD 1

Business Etiquette PD 1

Listening Skills Comm 2

Performing Effective Inquiries

Comm 1

One-Day: Option 2


Performing Effective Inquiries

Comm 1

Business Ethics PD 1

Listening Skills Comm 2

Professional Etiquette PD 4

Course Summaries by Experience Level

ProfessionalismDetermine appropriate professional behavior using various common scenarios and situations. Participants will consider their current approach to professionalism and how to adjust their style as appropriate.

CPE Hours PD 1

DELEGATING

STRATEGIESSUPERVISION

ROLE PLAYCOACHINGMENTORING

MANAGEMENTCONFLICT

MOTIVATINGLISTENING

TEAMSINSTRUCTION

8

Course Summaries by

Experience Level

9

NEW HIRE continued


Business EthicsUnderstand how ethics brings value in the business world using real-life examples.

CPE Hours PD 1

Business EtiquetteIdentify key elements to appropriate business etiquette, including meeting people, business dining, attire and interacting with a client.

CPE Hours PD 1

Listening SkillsParticipants will assess their listening skills and practice the three dimensions of listening to improve upon their skills.

CPE Hours Comm 2


CPE Hours Comm 1

Professional EtiquetteLearn how professional etiquette impacts the work environment. Understand general office etiquette and dining etiquette. Address Dos and Don’ts of professionalism with social media and online activity.

CPE Hours PD 4

EXPERIENCED PROFESSIONAL

Options

One-Day: Option 1 – Communication Focus


Presentation, Instruction & Facilitation Skills

Comm 6-12

One-Day: Option 2


Supervision Styles & Providing Feedback

PD 2

Teaching & Delegating PD 2

Building Trust in a Diverse Workplace PD 2

Communicating Within and Across Teams Comm 2

One-Day: Option 3


Project Management PD 2

Effectively Manage Time and Prioritization of Tasks PD 2

Exceptional Client Service PD 4

INQUIRINGTEAMS

10

EXPERIENCED PROFESSIONAL continued

Options continued

Two-Day: Option 1 – Communication Focus



Comm 6-12

Performing Effective Inquiries Comm 1

Business Writing & Electronic Communication Comm 1.5

Communicating Within and Across Teams Comm 2

Two-Day: Option 2 – Combine One-Day Options 2 and 3



CPE Hours Comm 1


Business Writing & Electronic CommunicationThis module provides an interactive opportunity to learn the fundamentals of business writing and how to apply them to daily business communications including electronic communication.

CPE Hours Comm 1.5

Building Trust in a Diverse WorkplaceReview the 20-20 Model for Building Trust and discuss how the model can be used in every day life to deepen awareness and build trust with co-workers, team members and clients.

CPE Hours PD 2

Communicating Within and Across TeamsIdentify opportunites and explain action items to improve communication within and across teams.

CPE Hours Comm 2

Presentation, Instruction & Facilitation SkillsThe course is designed to enhance the skills of individuals that participate in a wide range of internal and external presentation situations. The program provides expert advice, demonstrations, group discussions, and practice opportunities for the participants.

CPE Hours Comm 6-12ELECTRONICFUNDAMENTALS

11



Project Management Participants will learn to create realistic milestone calendars and project plans. Also, they will have an opportunity to brainstorm potential responses to common scenarios that disrupt the original plan and budget.

CPE Hours PD 2

Effectively Manage Time and Prioritization of TasksThis module focuses on the importance of prioritizing tasks. Participants will review the principles related to organizing and prioritizing tasks and have several opportunities to practice prioritizing tasks through class exercises.

CPE Hours PD 2

Supervision Styles & Providing FeedbackThis modules addresses several aspects of supervision and communication. Learn how different tasks and people warrant different styles of supervision. The module also addresses on-the-job feedback, which is a key application of supervision.

CPE Hours PD 2

Teaching & DelegatingThrough role play and teaching activities participants will learn how to effectively delegate and provide instruction.

CPE Hours PD 2

Meeting People & NetworkingParticipants will discuss expectations around networking and business development as well as take part in a group exercise to meet people in the business setting.

CPE Hours PD 1


CPE Hours PD 1


CPE Hours PD 1

Creative Problem SolvingThis module addresses the life and business skill of problem solving. It is done within the context of work-related issues; however, the creative problem-solving process and related brainstorming techniques have universal application.

CPE Hours PD 2

12




CPE Hours PD 1


CPE Hours PD 4


CPE Hours PD 4


CPE Hours PD 4


CPE Hours PD 4


CPE Hours PD 4

13

SUPERVISOR & MANAGER

Options

One-Day: Option 1 – Communication Focus



Comm 6-12

One-Day: Option 2


Conflict Management PD 2

Coaching PD 1

Providing Written & Verbal Feedback PD 2

Motivating Team Members PD 1

Advanced Creative Problem Solving PD 2

One-Day: Option 3


Manage Projects for Profitability

PD 2

Time Management & Organization PD 2

Business Development & Networking PD 2

Leadership & Management PD 2

Two-Day Option: One-Day Options 2 and 3 above


Conflict ManagementThis module will provide participants with proven techniques and strategies to address workplace conflict. This module will allow participants to practice these skills in a safe environment.

CPE Hours PD 2

Preparing Winning ProposalsParticipants will discuss challenges and review best practices to prepare winning proposals.

CPE Hours PD 1

Presentation, Instruction & Facilitation SkillsThe course is designed to enhance the skills of individuals that participate in a wide range of internal and external presentation situations. The program provides expert advice, demonstrations, group discussions, and practice opportunities for the participants.

CPE Hours Comm 6-12

Manage Projects for ProfitabilityThis module provides skill training and ideas for improving the techniques needed to manage projects for profitability.

CPE Hours PD 2

14

SUPERVISOR & MANAGER continued


Time Management & Organization Participants will look at time management from a new perspective: energy management. This activity filled module also focuses on role identification and prioritization of responsibilities.

CPE Hours PD 2

Supervising & Motivating Team MembersThis module addresses what motivates professional employees, how to identify specific motivators for an individual, and how to apply common motivational strategies.

CPE Hours PD 2

CoachingUnderstand the main differences between coaching, mentoring and supervision. Participants will also have the opportunity to learn skills and techniques that will make them more effective as a coach.

CPE Hours PD 1

Providing Written & Verbal FeedbackThis module will provide participants with an understanding as to the value of informal and formal feedback. Participants will consider their current approach to providing feedback, ways to improve the delivery of feedback and allow time to practice these skills in a safe environment.

CPE Hours PD 2

Leading Teams to SuccessThis module addresses several aspects of teamwork, specifically focused on the necessity for leaders to focus on their team’s needs as well as the individuals’ needs.

CPE Hours PD 2

Motivating Team MembersThis module takes a deep dive into what motivates professional employees, how to identify specific motivators for an individual (personality style and generational), and how to apply common motivational strategies.

CPE Hours PD 1

Advanced Creative Problem SolvingThis module will provide participants with tools to use when solving problems as a supervisor or manager. Participants will consider their current approach to problem solving, ways to generate more ideas and time to practice problem solving skills on examples of real life workplace situations.

CPE Hours PD 2

Business Development & NetworkingThis module highlights the importance for all professionals to take actions that will serve their clients and build their networks, which in turn will serve as a cornerstone for building future business.

CPE Hours PD 2

15



Leadership & Management This module uses an externally published self assessment instrument and an externally produced video to share both key leadership and management skills and to help provide tangible suggestions for actions that will improve team leadership and management.

CPE Hours PD 2


CPE Hours PD 1


CPE Hours PD 1

Leading MeetingsDiscuss key strategies and tips for navigating the world of leading meetings.

CPE Hours PD 1

NegotiationReview proven techniques and strategies to address workplace conflict. Participants will have the opportunity to practice negotiating skills in order to reduce workplace conflict in a safe environment.

CPE Hours PD 2

Executive PresenceThis module will address the business concept of executive presence. Participants will explore the meaning and definition of the term as well as the variety of elements that are often considered a part of executive presence.

CPE Hours PD 1


CPE Hours PD 1

16




CPE Hours PD 4


CPE Hours PD 4


CPE Hours PD 4


CPE Hours PD 4


CPE Hours PD 4

STRENGTHSBRANDING

Soft Skills Training Program Pricing

Our Soft Skills Training program is designed to provide maximum flexibility for our clients depending on your unique needs. For example, you may desire à la carte courses to address a specific topic, or you may require a bundled program covering a broader spectrum of skillsets. Due to these and other variables, we can provide professional consultation and custom price quotes, which ensure proper assessment of your needs and a truly customized solution to meet your objectives.

To arrange your consultation and obtain pricing, please contact

Beckie Reilly EVP, Sales

571-286-9481 Direct 855-988-2020 Toll Free [email protected]

17

20-20 Services LLC is registered with the National Association of State Boards

of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.

mailto:[email protected]

http://www.nasbaregistry.com

855.988.2020 | www.20-20services.com

100 S. Washington Street, 2nd Floor, Rockville,

Maryland 20850

hniques ions ion e ing essential soft skills training · pd 2 supervisors & managers coaching...

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