Client:  West Midlands Hospital

Task:    Design and implement development needs analysis for senior management

Key issues:

• Meet client and agree specific outcomes and timescales.
• Work closely with internal HR team to schedule interviews
• Ensure all 30 participants in the survey do a 60 issue development needs card sort prior to interview
• Meet with all 30 Chief Exec included for one hour interview
• Collate. analyse and deliver summary report of over 300 needs
• Meet Executive Management Team to discuss issues resulting
• Continue contact with client to help ensure genuine value

Client:  Large County Council

Task:    Design and run a Team Leader development programme

Key issues:

• Meet client and agree detailed needs including early start time
• Liaise with , and agree accreditation route with assessment centre
• Implement programme with project support between modules
• Support value added project teams to presentation
• Ensure Chief Executive presence at project presentations
• Help with the managerial challenges the project often prompts

Client:  Independent Trainer in need of advice

Task:    Help with pitch to secure high value project

Key issues:

• Clarify and specify client needs - especially important when by phone.
• Produce email summary of the above and agree with timescales.
• Specify hours of my time required and an hourly rate for that.
• Research, analyse, reflect and summarise thoughts and email these.
• Discuss thoroughly the above with client to explore all key issues.
• Ensure client is totally happy with outcomes.
• Respond to further requests for help and advice prior to the big day.
• Keep in touch to see how it went - he got the work!