east midlands

Welcome to the East Midlands Skills Development Prospectus 2021/22 ..................................................................... 4
PROGRAMME CALENDAR 2021-22 ............................................................................................................................... 5
DEVELOPING OUR PEOPLE ............................................................................................................................................ 9
Building Personal Resilience and Addressing Feelings of Isolation............................................................................ 9
Influencing & Negotiating ....................................................................................................................................... 11
Skills for Effective Report Writing ........................................................................................................................... 12
Surviving 2021 ......................................................................................................................................................... 12
Undergraduate Finance/Procurement Student Placement – Welcome to the NHS and Successful Placement ..... 13
Understanding Yourself and Others ........................................................................................................................ 14
DEVELOPING OUR COMMUNITY ................................................................................................................................. 15
From Bean Counter to Business Partner ................................................................................................................. 16
DEVELOPING OUR SYSTEMS AND PROCESSES ............................................................................................................ 17
Agile Project Management to Bring Quicker Change to the NHS ............................................................................ 17
Business Case Development ................................................................................................................................... 17
Contract Management ............................................................................................................................................ 18
Excel an Overview of Power Bi (demonstration only) ............................................................................................. 19
Excel Beyond Standard Charting Excel 2010 and Excel Beyond Standard Charting 2013+ ..................................... 20
Excel Beyond the Basics .......................................................................................................................................... 20
Excel Build Your First Report with Power Bi ............................................................................................................ 21
Excel Create a VBA Defined Function ...................................................................................................................... 21
Excel Conditional Formatting .................................................................................................................................. 21
Excel Data Manipulation – More Features .............................................................................................................. 22
Excel Data Manipulation – The Rudiments ............................................................................................................. 23
Excel Introduction to Charts 2010 and Excel Introduction to Charts 2013+ ........................................................... 24
Excel Introduction to Macros & VBA ....................................................................................................................... 25
Excel More Functions .............................................................................................................................................. 25
Excel Pivot Tables .................................................................................................................................................... 26
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Excel VBA Code Debugging ..................................................................................................................................... 28
Excel VBA Forms ...................................................................................................................................................... 28
IFRS/Accounting Standards Update ........................................................................................................................ 29
Introduction to MS Teams ...................................................................................................................................... 30
Introduction to SQL Server ...................................................................................................................................... 30
Managing the Tender Process ................................................................................................................................. 31
NHS (non-clinical) terms and conditions – introduction to aspects of the key terms and their use as part of a
procurement ........................................................................................................................................................... 31
VAT - Module 1 – Income (intermediate) ............................................................................................................... 32
VAT – Module 2 – Procurement & Budget Control (intermediate) ......................................................................... 32
VAT – Module 3 – Capital and Estates (intermediate) ............................................................................................ 33
VAT Refresher ......................................................................................................................................................... 33
Writing SQL Queries ................................................................................................................................................ 34
Change Management Foundation ...................................................................................................................... 37
PRINCE 2 Foundation e-learning & exam ............................................................................................................ 39
PRINCE 2 Practitioner & exam ............................................................................................................................. 39
Undergraduate Finance/Procurement Student Placements ................................................................................... 40
ONLINE LEARNING ...................................................................................................................................................... 41
Sustainability for a Greener NHS ............................................................................................................................. 43
Stress Management ................................................................................................................................................ 43
Welcome to the East Midlands Skills Development Prospectus 2021/22
Welcome to the East Midlands SDN Prospectus 2021/22! Following a somewhat turbulent and unprecedented year, the SDN had to adapt with all our workshops and courses being delivered virtually last year. This was a great success with many delegates commenting that they really benefited from virtual training and were able to attend SDN courses for the first time due to not having to worry about travel and childcare arrangements. Taking into account the feedback received, we will be delivering a mix of virtual and face to face training this year with face to face training starting later in the year due to the current circumstances and uncertainty going forward at this time. We are delighted to announce that we will be launching the Midlands Digital Health Skills Development Network in the East Midlands from mid-April onwards to run alongside our already established Finance and Procurement Networks, and we look forward to welcoming our Digital Health colleagues into the network. This year we will be offering some new courses as well as our popular regular courses – new workshops this year include Being an Effective Presenter, How to hold tough conversations respectfully, Agile Project Management and Managing the Tender Process just to name a few. Following feedback regarding the bite size Excel modules, we will also be offering new titles in addition to the popular modules from last year. The programme follows the three main themes to come out of the #OneFinance survey, which are equally relevant to Procurement and Digital health staff, providing tailored learning and development events to support Continuing Professional Development (CPD). As every year, we have reviewed our training providers to ensure the highest quality training at the most competitive prices. The offer outlined in this prospectus is not exhaustive, so do please get in touch if there is a training need you would like to discuss. Thanks, as always, for your continued support of the East Midlands Skills Development Network – please do let us have your feedback on any aspect of the offer in order for us to make it even better in the future.
Lynne Winfield Skills Development Network Lead (East Midlands) [email protected] Nicci Jamson Skills Development Network Co-ordinator (East Midlands) [email protected]
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PROGRAMME CALENDAR 2021-22 Please find below the programme calendar for the year – workshops will be advertised 3 months prior to the
date they are due to take place. All bookings are strictly online only at www.skillsdevelopmentnetwork.com
TOPIC FORM OF
AM) Virtual Zoom
Virtual Zoom
Virtual Zoom
26th Time management techniques to maximise performance (1/2 day – PM)
Virtual Zoom
Care System (ICS) Event Virtual Teams
10th Excel Beyond the Basics (1 day) Virtual Teams
15th Change Management (1/2 day - AM) Virtual Teams
21st Excel Above and Beyond (full day) Virtual Teams
30th Surviving 2021 (90 mins – 9am to 10.30am)
Virtual Teams
Virtual Teams
Virtual Teams
Virtual Teams
JULY: 1st NHS (non-clinical) terms and conditions –
introduction to aspects of the key terms and their use as part of a procurement (90 mins – 9.30am to 11am)
Virtual Teams
Virtual Zoom
15th From Bean Counter to Business Partner (1/2 day - AM)
Virtual Zoom
Virtual Zoom
Care System (ICS) Event TBC TBC TBC
10th Management Development Programme – Module 1 – Management & Leadership (1 day)
F2F Central Location
13th Time management techniques to maximise performance (1/2 day - AM)
Virtual Zoom
Virtual Teams
Virtual Teams
Virtual Teams
Virtual Teams
Virtual Teams
16th Business Cases (1/2 day – AM) Virtual Zoom
21st VAT - Module 1 – Income (intermediate) (2hrs 45 mins – 9.15am to 12 noon)
Virtual Zoom
21st VAT – Module 2 – Procurement & Budget Control (intermediate) (1hr 45 mins – 12.45pm to 2.30pm)
Virtual Zoom
21st VAT – Module 3 – Capital & Estates (intermediate) (1hr 45 mins – 2.45pm to 4.30pm)
Virtual Zoom
22nd Undergraduate Finance/Procurement Student Placements – Welcome to the NHS and Successful Placement (1 day)
F2F Central location
24th IFRS/Accounting Standards Update (1/2 day – AM)
Virtual Teams
Virtual Teams
30th Excel – Build Your First Report with Power Bi (1/2 day – AM)
Virtual Teams
30th Excel – Visualising Your Data with PowerView (1/2 day – PM)
Virtual Teams
Module 2 – Self-awareness and diversity in people (1 day)
15th Change Management (1/2 day – AM) Virtual Zoom
19th Skills for Effective Report Writing (1/2 day - AM)
Virtual Zoom
25th Agile Project Management to bring faster change in the NHS (1/2 day - AM)
Virtual Zoom
11th/12th SDN/HFMA/FFF Joint Conference (TBC) (2 days)
F2F TBC
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15th Excel Intro to Macros & VBA (90 mins – 9.30am to 11am)
Virtual Teams
15th Excel An Overview of Power Bi (demonstration only) (90 mins – 11.45am to 1.15pm)
Virtual Teams
15th Excel Create a VBA Defined Function (90 mins – 2.30pm to 4pm)
Virtual Teams
Virtual Zoom
18th/19th Writing SQL Queries (2 days) Virtual Teams
23rd Influencing & Negotiating (1 day) F2F Nottingham
24th Commercial Nous & Adding Value (1/2 day - AM)
Virtual Zoom
Virtual Zoom
29th Excel VBA Code Debugging (90 mins – 9.30am to 11am)
Virtual Teams
Virtual Teams
Virtual Teams
Integrated Care System (ICS) Event TBC TBC TBC
9th Communication Skills (1 day) F2F Nottingham
10th Management Development Programme – Module 4 – Communication & Presentation Skills (1 day)
13th From Bean Counter to Business Partner (1/2 day – AM)
Virtual Zoom
16th Skills for Effective Report Writing (1/2 day – AM)
Virtual Zoom
17th Building Personal Resilience and Addressing Feelings of Isolation (1/2 day – AM)
Virtual Zoom
Module 5 – Influencing & Negotiation Skills (1 day)
12th Influencing & Negotiating (1 day) F2F Lincoln
13th Agile Project Management to bring faster change to the NHS (1/2 day – AM)
Virtual Zoom
Virtual Teams
14th Excel Introduction to Charts (90 mins – 11.45am to 1.15pm)
Virtual Teams
Virtual Teams
Virtual Teams
28th Management Development Programme – Module 6 – Managing Change & Continuous Improvement (1 day)
– AM) Virtual Zoom
Virtual Zoom
Virtual Zoom
MARCH: TBC Nottingham and Nottinghamshire
Integrated Care System (ICS) Event TBC TBC TBC
10th Excel Introduction to Charts 2013+ (90 mins – 9.30am to 11am)
Virtual Teams
10th Excel Data Manipulation – The Rudiments (90 mins – 11.45am to 1.15pm)
Virtual Teams
Virtual Teams
15th From Bean Counter to Business Partner (1/2 day – AM)
Virtual Zoom
21st Time management techniques to maximise performance (1/2 day – AM)
Virtual Zoom
22nd Business Cases (1/2 day – AM) Virtual Zoom
23rd Building Personal Resilience and Addressing Feelings of Isolation (1/2 day – AM)
Virtual Zoom
25th Management Development Programme – Module 8 – Customer Service & Partnerships (1 day)
30th Excel Using Logical & Look Up Functions (90 mins – 9.30am to 11am)
Virtual Teams
30th Excel Beyond Standard Charting 2010 2010 (90 mins – 11.45am to 1.15pm)
Virtual Teams
30th Excel Beyond Standard Charting 2013+ (90 mins – 2.30pm to 4pm)
Virtual Teams
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DEVELOPING OUR PEOPLE Ensuring that our people are nurtured and valued, with inclusive cultures, great support in place, and opportunities to realise their potential going forward.
Course Details Additional Information
Being an Effective Presenter
Presenting is a key skill for all professionals in the NHS. At the same time there is often huge variation in the level of skills, confidence and competence in presenting. If you dread presenting or just want to update your skills, this one-day workshop is for you. By the end of this workshop you will:
• Be a more confident presenter • Be able to create effective presentations • Know what to do to increase the chances of getting the outcome you want when
you present • Have strategies to overcome and manage nerves • Be delivering more effective presentations • Have developed a personal action plan to make sure that you continue to get even
better at presenting
This will be a highly interactive and supportive workshop. You will have the opportunity to deliver at least 3 presentations during the day, reflect on your performance and get specific feedback on where you can improve.
Open to: FSD PSD Aimed at all staff levels
Building Personal Resilience and Addressing Feelings of Isolation
By the end of this interactive workshop, participants will have learned what characteristics resilient people have and how they can develop them. It will also give tips on how to cope with isolation with the increase of working from home. This workshop will cover:
• Adverse impacts of isolation • Identifying when isolation is becoming an issue • Control, influence and accept • Making simple adjustments to daily routines to build physical resilience • Cultivating positive mindsets and reframing negative thoughts • Adapting how we connect, interact and create social support • Moving away from 9 – 5 to be able embrace agile • Adopting a positive outlook to failure
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Communication Skills
Assertiveness can appear and feel like something others do, but not us. However, it is a skill that can be learned and when we master it, the benefits are brilliant! It can replace worry with calm, problems with solutions and insecurity with confidence; and we can all do it. This course will provide you with a range of practical skills and techniques; giving you the confidence in your own abilities to stand up for yourself and what you know is the right thing to do in a calm and reasonable manner. It will enable you to see the best in any given situation, listen to and discuss issues with your colleagues, managers and others and achieve increased performance and the successful outcomes everyone wants. In short you will:
• Improve your confidence and increase your motivation • Improve your personal performance at work • Improve how you manage stressful situations • Improve your communication and negotiation skills • Improve your interpersonal relationships • Improve your work life balance and enjoy your down time
This one-day highly interactive and participatory workshop is dynamic and engaging. The day will be spent exploring and discussing assertive topics whilst practising many of the skills and techniques.
How to Hold Tough Conversations Respectfully
It’s not easy finding the perfect balance as a manager. You want to be the “nice guy”, the great boss that cares about their team’s happiness, health, work-life balance, etc. This workshop is designed to provide hands on methods and real world examples that will help you to hold those tough conversations with much greater confidence and get people to change without creating offence or resentment. Key objectives:
• How to deliver constructive criticism that gets a positive reaction • Options for managing a non-team player • How to tackle under-performance in a constructive manner • How to manage and diffuse conflict between team members • What to do when team members become defensive about their work performance • How to develop people who lack confidence • 9 ways to tackle negative or resentful attitudes • How to engage with and motivate different personality styles found in any team • How the best leaders bring out the potential in their teams and play to their
strengths • Understanding the right time to adopt a coaching, mentoring or directive
leadership approach • What to do when the person lacks insight into their attitude or behaviour
challenges and doesn’t see the need to change
Open to: FSD PSD Aimed at all staff levels who have the responsibility for leading and managing others
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Influencing & Negotiating
This workshop is designed to teach how to use Positive Psychology to achieve desired positive outcomes for all parties. It involves some practical exercises for delegates to take part in to achieve a practical understanding of negotiations and communication with different personality types. In order to achieve positive outcomes it’s important to understand that flexibility of communication is vital and as such the workshop includes the following:
• A short pre-workshop personality test. • Understand what motivation is and how it differs for everyone. • How to engage and involve different people. • The importance of effective listening. • The importance of positive communication. • Understand stages of the negotiation process. • Achieving 'Win-Win' outcomes. • Controlling, limiting and managing expectations. • What is coinage and how to use it. • Overcoming objections. • Understanding different personality types and how to work with differences. • Creating rapport using verbal and non-verbal communication. • Reframing and repackaging situations. • How habits and beliefs affect outcomes.
This workshop is delivered in an upbeat manner and is interspersed with short videos and delegate exercises in order to retain engagement.
Management Development Programme (MDP)
The Management Development Programme (MDP) is a tailor made NHS programme aimed at first time managers made up of eight leadership and management themed workshops. The programme is a great way of supporting staff development and building management capability across the organisation, where delegates can improve their people management skills, improve the performance of their team and develop the confidence to lead others. It is also accredited with the Institute of Leadership and Management (ILM), so those who attend the MDP have the option to complete work-based assignments to gain an ILM Level 4 Diploma or Level 5 Certificate in Leadership and Management. The eight modules are:
• Management & Leadership • Self Awareness & Diversity in People • Time Management & Personal Effectiveness • Communication & Presentation Skills • Influencing & Negotiation Skills • Managing Change & Continuous Improvement • Coaching for Performance Improvement & Management • Customer Service & Partnerships
Open to: FSD PSD Aimed at first time managers
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Skills for Effective Report Writing
Reports can come in lots of different formats, whilst a formal report writing style may often be appropriate (e.g. for governance and providing an audit trail), there is also a need to use a more succinct and engaging style for other kinds of report. This workshop will focus on the generic features of effective report writing, with tips and techniques that can be applied to a range of reports both formal and informal. (Please note that it is about the written element of a report, so it relates to the interpretation of data rather than putting together the data report itself.)
The aim of this workshop is to give delegates a range of tools that can be used to write reports that meet reader requirements and aid effective decision making.
Delegates will be able to: • Define the purpose of a report and choose the most appropriate style and level of
detail • Write with the readers and the decisions they need to make in mind • Use an approach that is well-structured, succinct and engaging • Create reports that will achieve the intended outcome
The workshop will cover: • What are the elements of an Effective Report? • Purpose (what is the ask of the reader, what outcome is required from the report?) • How people read and what they are looking for (time pressures, volume of papers,
navigating, highlighting, filters) • Structure (sequence, layout, getting best effect from templates, keeping examples
of great reports) • Bringing it to life (language, clarity, impact, highlight points) • What’s needed from any report? • Proof-reading and editing skills
Surviving 2021
The aim of this workshop is to explore the impact of the past and current year on feelings, emotions and behaviours. To then examine and implement strategies that will promote general mental and physical wellbeing.
Introduction: • Course and individual expectations • What is mental illness • Why is mental illness difficult?
Mental Health: • Factors that help create good mental health and those that don’t • The effect of Covid-19
Mental health and emotions: • What emotions have people felt during Covid? – what factors would you relate to
your emotions? Recognising changes in your mental health:
• Cognitive difficulties • Physical / Emotional / Behavioural
Practical coping mechanisms: • What can I do? • How will I make sure I do it? • Reviewing progress
Helping others • Listening without judgement
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Time Management Techniques to Maximise Performance
The workshop is practical and designed to focus on aiming high and delivering great results in 2021. There are techniques and exercises to ensure every hour is aligned to delivering the important things. The workshop will challenge your current way of working and ask you to test your discipline to deal with distractions. At the end of the session you will have reconfirmed what time management techniques work, confidence to apply them and new strategies to get even better results. Course Content:
• Clarifying your purpose, role and objectives within the NHS • Knowing how to measure if you have been successful • Gaining buy in and support for your results • Knowing the difference between important and urgent • Establishing your priorities and being flexible • Specific time management techniques to avoid distractions • Ensuring you are in control of e-mail • How to say ‘no’ and manage expectations • The importance of positive thinking
Undergraduate Finance/Procurement Student Placement – Placement Review
& Career Management
This event will reflect on your year’s placement in the NHS and look at what skills you will need going forward in your career. It will cover:
• Learning and achievements from your placement year • CV’s & Profiles • Graduate Scheme section • Assess skills and personal qualities • What skills have I used and developed • Video interview tips and techniques • Video interview practice
Open to: Finance and Procurement undergraduate students currently completing their year’s placement
Undergraduate Finance/Procurement Student Placement – Welcome to the
NHS and Successful Placement
This event aims to help students progress in their placements and increase the benefit to the placement organisation. The final agenda is yet to be confirmed but will include:
• NHS structure • The role of finance • Culture of the organisation • Jargon busting • Communicating and networking • Workloads and priorities
Open to: Finance and Procurement undergraduate students currently starting their year’s placement
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Understanding Yourself and Others
There is no doubt about the impact that getting on well with other people has on individual and team performance. There are a number of theories and psychometric approaches to measuring and developing emotional intelligence. This workshop approaches it from the neuroscientific basis of why we have emotions, and then builds on this raised self- awareness and applies it to other people. The workshop will cover: Understanding Yourself: Self-Awareness
• What is an emotion and why do we have them? • Why are emotions so strong and why do we sometimes do things we later regret? • Perceptual processes and automaticity: the two thinking brains (introduction to
neuroscientific models – Goleman’s amygdala hijack, Kahneman’s systems 1 and 2, Mischel’s hot and cool thinking and Peters’ Chimp Model)
• What are the consequences of emotional thinking? Anxiety and stress and the impact on decision making
Managing Yourself: Self-regulation & motivation
• What can you do when you having a ‘moment’? Factors that help or hinder managing our own stress and emotions
• Reflection and reframing, what were you thinking? What were you expecting; consequences and control?
• Thinking errors (14 of them) and how our language distorts out thinking • Understanding how different levels of values influence our motivation; how to
manage those emotions; motivation and gratification – instant and delayed Understanding Others: differences and similarities
• Differences in neurology, ability and values • Personality differences and how to work with them • In-group/out-group bias
Rapport: setting others at ease
• A brief review of non-verbal communication, what signals to look out for in other people and what signals to send out in order to increase rapport and the likelihood of a positive interaction. The review will include the impact of: o Personal space (proxemics) o Touch (haptics) o Gestures and expressions (kinesics) o Tone of voice (vocalics)
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DEVELOPING OUR COMMUNITY To engage with the community to create an environment and platform where everyone feels valued and has a voice. To facilitate more opportunities for people to network, share best practice, collaborate, and learn from each other, including our clinical and other colleagues.
Building High Performance Virtual Teams
NHS Managers and Team Leaders will improve their understanding of how managing a team is different to managing a group of technical experts. The workshop will review how to empower the team to feel in control and to ensure team performance stays on track to deliver great results. It is designed to enable Managers to lead team meetings, facilitate when there are changes, and build the resilience of the team to deal with uncertainty. There is specific focus on the differences of leading a hybrid team where agile home working is becoming the norm.
Content: • What’s the challenge with virtual teams? • Creating common purpose and shared team objectives • Embedding remote team-based values and behaviours • Cognitive diversity and maximising collective intelligence • Dominance hierarchy that risks remote team performance • Facilitating remote team meetings • Dealing with dysfunctional team behaviour • Ideas to keep remote meetings engaging
Open to: FSD PSD Aimed at managers and team leaders
Change Management
This workshop will help delegates to understand the emotional impact change has on people, linked behaviour, and how to manage that.
At the end of this session participants will: • Understand change and transition & the impact on people • Analyse your own thoughts & feelings toward transition & how this might affect
your behaviour • Understand how to work with other people experiencing transition
Open to: FSD PSD
Aimed at all levels of staff supporting others through change or going through change themselves
Commercial Nous & Adding Value
It is now more vital than ever for finance professionals to think more commercially in these more challenging financial times whilst spotting all the opportunities such a time offers. This half-day workshop has been specially designed to help finance professionals to improve their commercial acumen to ensure they can deliver more value for their organisation and in a cost-effective way.
By the end of this workshop attendees will be able to: • Explore what ‘commercial thinking’ and ‘adding value’ mean as an NHS professional • Identify how you can become more commercially aware in your role • Link your role to what is happening in the wider environment • Work on improving your commercial nous • Ultimately add more value through enhanced commercial acumen
Open to: FSD PSD Aimed at finance professionals who would like to be able to think more commercially and understand their wider impact on the organisation
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From Bean Counter to Business Partner
Finance professionals are constantly being told they need to be a ‘business partner’ to the organisation and more ‘commercial’. But what does this actually mean? And how can it be applied in the real world? Does this mean your technical skills are less relevant than previously? This half day workshop addresses these issues and also covers effective tools, techniques and tips to enable you to start immediately adding more value to your organisation and be buzzing to do so. By the end of this event participants will be able to:
• Ascertain what business partnering means • Determine what you need to ‘be’ and ‘do’ • Identify skillset required • Work & improve on key elements of this skillset • Become a stronger business partner & add greater value to your organisation
Open to: FSD Aimed at finance professionals who want to become a more well- rounded and value adding finance professional, whether you have ‘business partner’ in your title or not.
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DEVELOPING OUR SYSTEMS AND PROCESSES To be more innovative when approaching outdated systems and poorly designed processes. To help provide training, processes and systems to support people and enable them to do their jobs to the best of their abilities and offer the best possible value for money and to ensure that we no longer accept working in inefficient ways.
Agile Project Management to Bring Quicker Change to the NHS
You’ll learn the essential theory and process of Agile Project Management, and have ample opportunity to discuss the challenges and practicalities with like-minded colleagues. And because process is only part of a successful project, you’ll learn the behaviours that will transform your projects. By the end of the virtual classroom you will have the essential tools to become a more successful project team member and leader.
Business Case Development
Have you ever heard the words “you’ll need to make the business case for it before we can consider it”? Are you confident you know exactly what a business case is, what it consists of and how to go about creating one? This engaging and practical half-day workshop is a must for NHS professionals who would like to build, write and present their business case effectively and with confidence. By the end of this workshop, you will be able to:
• Clearly define the opportunity for the business case • Discuss the 5-case Model • Present the economic case • Calculate NPV (Net Present Value) • Review alternative methods of best value options • Calculate ROI & ensuring it is affordable • Economic vs financial case • Pitfalls of business cases & lessons learned
This is an interactive session and will involve taking part in guided calculations.
Open to: FSD PSD Aimed at those who would like to know how to constructively build a business case with the greatest chance of success
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CIPS, Savings Schemes & Financial Turnaround
With the NHS going through quite dramatic organisational change, this half-day workshop looks at how to return back to financial balance during this turbulent time. For providers of care, it will look at how to determine how what is being paid/received could relate to incorrectly reported activity and how reviewing local prices could help (or hinder) the return to financial balance. For commissioners, it will look at how benchmarks can be produced that more helpfully identify opportunities to cut a providers cost base importantly identifying who can be learned from and in what areas to focus.
• Context - Looking at how things currently are and how they might change regarding what to focus on.
• Income - Looking at if Activity reporting is important, how identify weaknesses in activity reporting and how to robustly calculate local prices.
• Costs - How to identify an opportunity to cut costs, how to then do it, other ways to identify opportunities.
Open to: FSD PSD Aimed at finance staff who have an interest in this area.
Contract Management
The Contract Management course is designed to provide delegates with the knowledge to gain a clear understanding of the key drivers for successful contract management. The workshop focuses on the key objectives, aspects and outcomes of contract management and will provide a detailed understanding of the contract management lifecycle and how to establish a robust contract management process. Delegates will also gain an insight to best practice contract management tools, techniques and approaches to performance and relationship. Content:
• Define contract management governance • Identify the stakeholders involved in the process • Explain why we need S.M.A.R.T specifications for contract management • Explain why contract management is necessary • Identify the risks associated with changes, variations and extensions to contracts • Discuss how we can monitor the contract • Discuss dispute resolutions and termination of contract
By the end of the workshop, delegates will understand the key objectives when implementing a contract management process and the importance of stakeholder engagement and monitoring systems, such as Key Performance Indicators. Delegates will also gain an understanding of the relevance of the new provisions set out in the 2014 Procurement Directives, regarding the discretionary exclusion for supplier poor past performance and material change and the impact contract management has on these provisions.
Open to: FSD PSD Aimed at procurement practitioners and contract managers who wish to understand and apply the tools, techniques and processes of contract management
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Excel Above and Beyond
This one day workshop will look at more advanced features. The session will include techniques for nesting formulae using a variety of functions and with a workshop feel to the session, allowing delegates to experiment with their particular needs as well as working with array formulae and exploring more advanced features in Conditional Formatting. The workshop will cover:
• Using Match Index • Nesting Additional Functions • Auditing Worksheets • Using Array Formulae • Offset Function • Advanced Filters • Dependent Data Validation • Useful Date & Time Functions • Conditional Formatting - More Features
Unfortunately, Macros cannot be delivered via the virtual version of this workshop and we have therefore removed the short “Introduction to Macros” section.
Open to: FSD PSD Aimed specifically at staff who are high level users of Excel. All participants should already have a high level of experience using Excel and a sound knowledge of building formulae using various functions, preferably having attended Excel Beyond the Basics course at some point previously. This is advanced to further advanced level training.
Excel an Overview of Power Bi (demonstration only)
The workshop will cover: • Overview of Power BI
o An overview of the basic components of Power BI Desktop and Power BI Service
• Import Data from Excel o How to connect Excel Data o Using Excel Tables
• Introduction to Power Query o Overview of the basic transformation tools of Power Query
• Get more insights from your data using DAX o Calculated Columns o Measures
• Create Visuals : The Basics o Overview of Relationships o Add Visuals to the Report Canvas o Basic visual formatting options
• What can you do with a Report? o How to Use & Share a Report o Exporting to PDF
Please note : This module is a ‘non-interactive’ module - a live tutor will give an overview of Power BI features as detailed above - demonstration only - there is no requirement for delegates to use a laptop computer to work alongside the tutor.
Open to: FSD PSD Aimed specifically at staff with an interest in discovering the features of Power BI. No previous Power BI knowledge is required
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Excel Beyond Standard Charting Excel 2010 and Excel Beyond Standard
Charting 2013+
This module shows you how you can transform your data into clear visuals by using the available Excel functions to generate Charts to meet specific needs. The Content:
• How to apply Conditional Formatting to a Chart • How to create a Waterfall Chart • How to create dynamic chart ranges • How to create a Bullet Chart
Excel Beyond the Basics
Aimed at regular users of Excel, this one day workshop will look at a wide range of features, functions and tricks to help you manage large and complex workloads, be more productive and save time. The workshop will cover:
• Using Absolute Referencing in Formulae (using $ in formula) • Range Names • Removing Duplicates • Data Consolidation • Sorting (using custom lists, the pitfalls of sorting, tips and tricks etc) • Subtotalling & Outlining • Tables • Pivot Tables • Creating a Pivot Chart • Lookups • Data Validation • Logical Functions • Introduction to Conditional Formatting
Please note that Macros will not be covered at this workshop level.
Open to: FSD PSD Aimed at staff with a high level of experience using Excel. All delegates should have a sound knowledge of building formulae using operators and functions together with the use of range names. Delegates should be able to use absolute and relative referencing and be familiar with autofill techniques together with linking formulae across worksheets and workbooks.
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Excel Build Your First Report with Power Bi Power Bi enables anyone to connect to data and turn it into insights. It was built with ‘self service data analysis’ in mind, meaning that users don’t need to have previous Power Bi experience or know any complicated code. Making the shift from Excel to Power Bi to display meaningful and actionable data is simpler than you might think. The Content: Connect to Data:
• How to connect to Excel Data Create basic aggregate measures:
• What is a measure and do I need them? Add objects to the report page:
• Insert text and shapes to improve and enhance the layout • Format the actual report page
Insert data visuals:
• Insert your first visuals Publish the report to the Power Bi service:
• What do I do with the report now? • How do I share my report?
Open to: FSD PSD Aimed at experienced Excel users – a sound understanding of working with Formulae and Tables will help
Excel Create a VBA Defined Function
What’s an Excel User Defined Function? A User Defined Function (UDF) is a procedure (a group of commands) written in VBA that (usually) accepts inputs and returns a result. A UDF cannot modify the formatting of a cell or workbook or move values around on a spreadsheet. The Content:
• Using an existing UDF • Creating a UDF with the Visual Basics Editor • Accessing your UDF • Creating a UDF starting with the Macro Recorder
Open to: FSD PSD Aimed at delegates with previous experience of using VBA
Excel Conditional Formatting
Conditional formatting enables you to apply special formatting to cells in your spreadsheet that meet certain criteria. Excel has a sizable library of pre-set conditions that you can apply quickly, or you can create your own conditional formatting rules using Excel formulas. The workshop will cover:
• An introduction to Conditional Formatting • Highlight cell rules • Top & Bottom rules • Data Bars • Colour Scales • Icon Sets • Custom conditional formatting rules • Utilising formulae within conditional for-matting
Open to: FSD PSD Aimed specifically at staff who are experienced regular users of Excel and want to develop their skills further.
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• Applying formatting to entire row • Creating a dynamic record highlight • Comparing values • Creating banded columns • Comparing data on different sheets • Formatting values using LARGE, SMALL • Using dates in conditional formatting • Separating dates within a list • Using stop if true
Excel Data Manipulation – More Features
This workshop includes additional data manipulation features including Data Consolidation where delegates are shown how to pull together data from different worksheets and workbooks in preparation for further data analysis. Data Tables are covered together with Advanced Filters and Data Validation techniques. The Content: Data Consolidation:
• Consolidating data using range names • Consolidation across worksheets • Consolidation across workbooks • Creating source links in consolidation • Editing links
Data Tables:
• Why Tables? • Converting your data to a Table • Quick formatting options • Using Totals within a Table • The benefits of Filters within Tables • Calculated columns • Inserting columns & rows • Other Table benefits • Array Formulae
Advanced Filters:
• Setting up the Advanced Filter • Running the Advanced Filter • Filtering to another location
Data Validation & Dependent Data Validation:
• Creating a Range Name • Setup Data Validation
Range Names
Open to: FSD PSD Aimed at delegates who are currently working with Excel data.
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Excel Data Manipulation – The Rudiments
It is so easy to damage your data when sorting it - and it can be time-consuming getting your data ready for manipulation … this module helps you quickly prepare your data and incorporates sorting and filtering techniques within the Tables feature within Excel with lots of tips and tricks as well as using the Excel Subtotalling tools. The Data Consolidation feature shows delegates how to pull together data from different worksheets and workbooks easily and how to use the Links option to manipulate data links. With using SUMIF, COUNTIF & AVERAGEIF functions, this module is a must for anyone manipulating data and is a good basis to build on additional modules including Pivot Tables and Power BI now available within our Virtual Classroom! The workshop will cover:
• Data Preparation o Rules for data preparation o Dealing with blank cells o Quickly removing Empty Columns o Quickly removing Empty Rows
• Introduction to Tables
• Sorting Data o Rules for sorting o Single level sorting o Multi-level sorting o Sorting by Date, Text, Colour and Icon o Creating pre-defined Custom Lists o Sorting with Custom Lists o Filling with Custom Lists
• Filtering Data o Rules for filtering o Filtering by column values o Custom Filters
• Subtotalling & Outlining o Rules for sub-totalling o Using the functions SUM, AVERAGE, COUNT, MAX, MIN o Multiple Sub-totals o Using the Outline feature
• Introduction to Range Names o Why use range names? o Quick range names o Creating range names from a selection o Using range names in formulae
• Consolidation with Functions o Using SUMIF with range names o Using COUNTIF with range names o Using AVERAGEIF with range names o Using SUMIFS o Using COUNTIFS
o Using AVERAGEIFS
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Excel Introduction to Charts 2010 and Excel Introduction to Charts 2013+
This workshop will give an introduction into transforming your data into clear visuals. The Content: Creating Your Chart:
• Picking elements from your data using Select Data Source dialog • Selecting the data first and plotting your Chart • Using the Quick Chart option to insert default Chart • Setting Default Chart
Adjusting the Chart:
Improving Chart:
• Formatting areas of the Chart • Formatting the axis • Adding & Formatting Chart Title • Adding & Formatting Legend • Adding & Formatting Data labels • Editing Series Titles
Adding Additional Series:
• Expanding the data by dragging • Adding series through Select Data Source • Changing the Order of the Data • Removing a Series • Viewing and identifying active elements within the Chart
Changing the Chart Type:
• For complete Chart Creating Combination Charts:
• Changing Series Chart Type using Custom Combination • Applying a Line Chart to series • Applying Markers to series
Filtering your Chart
• By Series & by category Using Chart Styles Formatting the Gridlines Using a two-level Category Axis Adding Data Labels or Title Formatting without Legends
Open to: FSD PSD Aimed at all staff levels – no previous knowledge required
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Excel Introduction to Macros & VBA
This workshop will illustrate how to exploit Excel’s programming capabilities to automate tasks and increase productivity. Content: Create a set of Macros:
• Create a macro to format a data range • Create a macro to organise the page payout • Create a macro to copy and paste data to a single workout sheet
Review the Code:
• View the code generated via the Visual Basic Editor Clean the Code (Common Code lines that can be removed):
• Look for some standard code lines you can always delete Apply single VBA Interaction features:
• Display when the macro has completed it’s task
Open to: FSD PSD Aimed at delegates who have experience in using Excel and wish to exploit its programming capabilities to automate tasks and increase productivity
Excel More Functions
This workshop introduces some extremely useful additional functions to be used within Excel. The workshop will cover: Using Text Functions
• Using the LEFT, RIGHT, MID and PROPER functions • Using the FIND, SEARCH functions
More Lookup & Reference Functions
Useful Date & Time Functions
• Understanding the NETWORKDAYS, WORKDAY functions • Working with time in formulae • How to format time to display the correct result
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Excel Pivot Tables
A pivot table is a powerful Excel tool that is used to summarise, sort, reorganize, group, count, total or average data stored in a excel worksheet or database. It allows its users to trans-form columns into rows and rows into columns - the perfect solution when you need to analyse large amounts of data. This workshop will cover: Pivot Tables
• The Pivot Table Design Tools • Changing the Structure / Pivoting • Using Aggregate Functions • Subtotals & Grand Total • Seeing the Details using Drill Down • Using Show Report Filter Pages to offset reports to separate sheets • Sorting Results • Grouping data by Date • Grouping data by Value • Grouping data by Text • Running Totals • Percentages • Pivot Table Styles for quick formatting • Report Layouts - Compact, Outline & Tabular • Refresh Report Data
Filtering Pivot Tables using Slicers
• Inserting Slicers • Format Slicers • Slicer Report Connections
Creating a Pivot Chart
• Inserting a Pivot Chart • The Pivot Chart Design Tools
Excel Power Bi – Using Power Pivots
PowerPivot for Excel allows you to query and analyse millions of rows of data quickly and easily. Analysing data from databases, Excel worksheets and other sources together in one PowerPivot and using ‘Dashboards’ to build interactive applications to review the data at the click of a button. In addition to the graphical tools, PowerPivot includes Data Analysis Expressions (DAX) - a new formula language that extends the data manipulation capabilities of Excel to enable more sophisticated and complex grouping, calculation and analysis with performance enhancements. An introduction into adding a PowerView perspective to easily add dynamic & meaningful graphics to data is also included in the day. The workshop will cover;
• PowerPivot - What is it?
• What is a relationship?
• Create Relationships between Tables
Open to: FSD PSD Aimed specifically at staff who have a high level of experience using Excel and Pivot Tables combined with an understanding of relational data bases and want to learn about the powerful PowerPivot tools and use them to
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• Create PivotTable from PowerPivot Data
• Create a PivotChart from PowerPivot
• Adding Slicers to Pivot Tables
• Creating a Measure and KPI
• Adding a PowerView Perspective of the Data
query, analyse and present data.
Excel Using Logical & Lookup Functions
This workshop covers how to use nested IF statements combined with other Logical functions including AND OR to carry out more than one comparison in your formula or test multiple conditions. Combined with using various Lookup functions including VLOOKUP and HLOOKUP as well as MATCH INDEX this will give users a comprehensive set of tools to interrogate data with the use of Range Names included too. The workshop will cover: Range Names
• The benefits of using range names • Rules for creating range names • An alternative to using absolute referencing • Creating range names from headings • Using range names to navigate • Pasting range names into formulae • Using INDIRECT function
Logical Functions
• The IF Function • Nesting multiple IF’s • Nesting IF with AND, OR Functions • SUMIF • COUNTIF
Lookups
• VLOOKUP and HLOOKUP • Using the MATCH Function • Using the INDEX Function • Combining INDEX with the MATCH Function • Nesting IFERROR
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Excel VBA Code Debugging
Writing Visual Basic for Applications code is hard, but what about writing code that works and to write it faster? Debugging is essentially a methodical process of locating and fixing bugs (or defects as some prefer) – basically, find that bug and kill it! Excel VBA compared to other programming languages/environments has one significant advantage – you can debug code on the fly without having to recompile the code – this makes life easier and debugging so much more pleasant! The Content: Types of VBA Errors or Excel:
• Syntax Errors • Compile Errors • Run Time Errors • Logical Errors
Debug VBA – Basic Terms Stepping through Code Running/Breaking/Reset Break Points The Immediate Window and Debug Print VBA Error Handling with ‘On Error’ Statements
Open to: FSD PSD Aimed at delegates with experience of using Excel VBA
Excel VBA Forms
Aimed at high level users of Excel, this modular event takes you through the basics of creating a user form using VBA – this makes user data entry more controllable and easier to use for the user taking your interaction with the Excel environment further. The Content:
• Overview of Controls and Forms • Designing the Form • Adding the Controls • Using Control Properties • Showing the Form • Closing a Form
Open to: FSD PSD Aimed at experienced Excel users who have knowledge of VBA including the use of variables
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Excel Visualising Your Data with PowerView
Aimed at high level users of Excel, this workshop will give an introduction into bringing your data to life using PowerView. Create high impact data visualisations with PowerView technology that lets you create interactive charts, graphs, maps and other visuals. This is the earlier evolution of the visualisation now offered as part of the Power Bi application The Content: What is PowerView?:
• Overview of PowerView and it’s features
Enable PowerView: • System requirements and how to enable PowerView
Add Visuals to PowerView page:
• Complete your Excel workbook report with Pivot Tables, interactive charts, graphs and maps
Open to: FSD PSD Aimed at experienced Excel users who are creating reports using PowerPivots, preferably having attended the Excel Power Bi – Using PowerPivots course
IFRS/Accounting Standards Update
This carefully tailored exploration of recent and forthcoming changes to IFRS standards considers how they impact your organisation, what now constitutes best practice, and how to go about applying this knowledge in your everyday work. The impact of IFRS 15 Revenue from contracts with customer and IFRS 9 Financial Instruments have already been felt in the NHS. IFRS 16 Leases will impact for the first time this financial year. We will remind ourselves of some of the issues relating to IFRS 16 and consider the impact on NHS reporting. The IASB have issued an exposure draft on the format and content of primary financial statements. We will explore the content of the exposure draft and consider the potential impact as well as looking at other areas of interest on the IASB workplan. Covid 19 has had a huge impact on all organisations, some areas of accounting are unchanged but worth recapping in the economic environment. The IASB have made some minor changes as a result of the pandemic and we will look at any changes as well as highlight important areas of focus.
Open to: FSD Suitable for finance staff who would benefit from updating their IFRS knowledge base, honing their skills by applying best practice to real- world examples, and anticipating forthcoming changes in financial reporting.
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Introduction to MS Teams
This workshop will give users the basics of using Office 365 and its MS Teams service and covers the roles of Teams, Channels, Files, Meetings and Chat. The workshop will include:
• Teams Overview – What is Teams?; Accessing Teams and the Start screen
• Creating a Team - Public v Private; Join /Favourite a Team; Adding/Recording/Leaving Teams; Get link to a Team; Creating a Team from an existing Team; Themes
• Team Management - Adding Members/Owners; Member/Guest Permissions;
Profile Management; Team Picture
• Channels - Creating/Managing/Viewing a Channel; Channel Connectors; Favourites/Follow; Email to Channel; Get link to a Channel; Adding Tabs; Adding uploaded Excel file to a Table; Interacting with Tabbed File
• Chat - Start a Chat; Activity Threads; 1-1 Group and Private chat; Message the
whole team; Add people to a Chat; Formatting and Emojis, Mems, Stickers; @mention; Converting Chats to Meetings; Status Indicators; Conversations; Conversation Thread; Tag a Person, Channel, Team; Like a message; Saved messages; Mark as unread; Starting an On-Demand Meeting via Conversations
• Groups - Create a Group; Create a Team for an existing Group; Group
conversations vs conversations in Teams; Group Calendar; Group Planner/Site
• Find Content - Find Chats, Files, People; Feed filter; My Activity feed; Search commands
• File Storage and Management - Uploading Files; Sharing Files; Make the File a tab;
Real time collaboration
Open to: FSD PSD Suitable for all levels of staff
Introduction to SQL Server
This workshop is designed as an introduction to the important features of relational databases and specifically Microsoft SQL Server. The workshop is designed for delegates who need to understand the basic concepts of SQL Server. The Content:
• Relational Database Concepts • Relational Database Architecture • SQL Server and Architecture • SQL Server Tools • Viewing Data • Database and Table Structures • Improving Data Access
Open to: FSD PSD Aimed at staff who have a working knowledge of Windows. No previous experience of SQL Server or relational databases is required
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Managing the Tender Process
The aim of this workshop is to improve the knowledge and skills level of delegates to achieve the best practice value for money from the tendering process.
The workshop will cover the following:
• The Pre-tender checklist including: The invitation to Tender process; setting evaluation criteria and MEAT; the importance of a clear specification; the role of the draft contract; designing bidder response documents and instructions; and risk identification and migration, including managing the financial envelope
• Tender out-to-market management, including: Recording and answering clarification questions; handling confidential questions; and the importance of a clarification log
• Tender evaluation management including: Who should be on an evaluation panel; splitting technical and commercial evaluators, designing evaluation spreadsheets, running successful consensus and moderation meetings; and managing post- tender closure clarifications
• Finalising the Evaluation Report and the basics of managing legal challenges, including: The Importance of keeping an audit trail; and tracking changes to key documents; the Peer Review process before sign-off; and what goes into the Regulation 84 report
Open to: PSD Aimed at procurement professionals who have to deal with tenders
NHS (non-clinical) terms and conditions – introduction to aspects of the key
terms and their use as part of a procurement
This session will cover:
• Overview of (non-clinical) goods and/or services terms and conditions, with particular focus on:
o standard Key Provisions o optional Key Provisions o overview of selected provisions from the General Terms and Conditions
• Procuring goods / services o Overview o When / how to use NHS terms and conditions as part of a process o Key areas for disputes / challenges o Future of procurement
Open to: PSD Aimed at procurement staff who require an introduction to NHS (non-clinical) terms and conditions
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Nottingham & Nottinghamshire Integrated Care System (ICS) Events
These networking events are aimed at bringing system partners together to develop knowledge and awareness around system working, increasing our understanding of the different regimes of partner organisations, sharing tools and approaches that will underpin system working and include updates on the changing role of the ICS and key message from national policy.
It is hoped that these events will take place quarterly.
Open to: FSD PSD OTHER
Aimed at Finance and associated services colleagues across the ICS. Although the event is Nottinghamshire specific, it may also be of interest to staff from other regions
VAT - Module 1 – Income (intermediate)
This workshop will cover the correct VAT liability of all relevant NHS income including cash income, salary deductions and debtors invoices.
The training will provide delegates with a comprehensive reference manual which will prove to be invaluable in determining whether to charge VAT. This ensures your NHS organisation has full compliance in the event of an HMRC inspection. This session is aimed at management accountants along with anyone in financial services involved in determining or checking the VAT liability.
Open to: FSD PSD Aimed at specialists in the particular field i.e. estates officers, buyers, management accountants and supervisors/ managers within financial accounts
VAT – Module 2 – Procurement & Budget Control (intermediate)
This is one of Liaison’s most popular workshops and is tailored specifically for buyers and purchasers at NHS organisations to ensure maximum recovery on purchases. The case studies provide examples of instances where it is more beneficial to bundle up goods or services along with examples of unbundling. This gives the procurement specialist sufficient knowledge on VAT recovery to make decisions on the best route to take for VAT recovery.
Open to: FSD PSD Aimed at specialists in the particular field i.e. estates officers, buyers, management accountants and supervisors/ managers within financial accounts
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VAT – Module 3 – Capital and Estates (intermediate)
This workshop will examine where there is scope for VAT recovery on regular maintenance or larger valued capital projects including any procured through the P21 framework process. This will confirm the expectations of HMRC to ensure that your NHS organisation is fully meeting the current VAT regulations. The training will encompass a worked example on a scheme along with sharing best proactive from the sector.
Open to: FSD PSD Aimed at specialists in the particular field i.e. estates officers, buyers, management accountants and supervisors/ managers within financial accounts.
VAT Refresher
A whole day dedicated to contracted-out services and VAT recovery in the NHS covering a refresher of the basic rules and going through what can and cannot be recovered under each of the main headings. We will review common errors across the NHS and review invoices checked and picked up on HMRC inspections. This is a comprehensive workshop ideal for someone new to NHS either or requiring an up to date refresher. We will review all the changes over the past year as well as reviewing overseas transactions.
Open to: FSD PSD Aimed at staff who would like to gain a better understanding and working knowledge of VAT. Suitable for someone new to the NHS or requiring an up to date refresher.
VAT Strategic Workshop (advanced)
The strategic workshop will cover land and property (buying, selling and leasing), procure 21, Fleming update, Brockenhurst update, pharmacy opportunities, IT expenditure, professional fees, IR35, subsidiary companies and catering. All high levels areas of high expenditure where there are potential VAT savings.
Open to: FSD PSD Aimed at specialists in the particular field i.e. estates officers, buyers, management accountants and supervisors/ managers within financial accounts.
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Writing SQL Queries
This 2 day workshop is designed to allow delegates to write queries using TSQL looking at common query problems and avoiding coding pitfalls. The Content:
• Introduction and Overview • Querying Multiple Tables • Scalar and Aggregate Functions • Performing Analysis with Analytic Functions • Building Subqueries
Open to: FSD PSD Aimed at delegates who have attended the SQL Server Introduction course or equivalent and who have a basic understanding of databases and SQL Servers Management studio
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CONFERENCES Course Details Additional
SDN/HFMA/FFF Joint Conference
Our yearly annual joint conference with HFMA and FFF aimed at all levels of finance and procurement staff. The event will cover key topics of the moment and there will be numerous opportunities to visit various sponsors throughout the duration of the event. Further details to follow.
OTHER SERVICES Course Details Additional
Information
Digital Learning Solutions
We are a registered centre for the Digital Learning Solutions; this website allows you to complete Microsoft Office learning programmes which include Excel, Word, PowerPoint and Outlook. This is a great way to learn new skills or refresh your memory. You can complete the full course or if you just require a particular element, the courses are broken down into sections so you can just take part in that particular subject. To enable you to access the course you will need to follow one of the links on the Skills Development Website. You can register as a user where you will input your name, NHS email address and organisation this will then generate a user ID which you must take note of as you will need this to log in every time you access a course. You can access all the courses as many times as you wish. For further details please click here
Open to: FSD PSD Delivered virtually via the SDN website, this platform is aimed at all staff levels
Learning Portal
The provision of an e-Learning-based suite of courses to provide cost-effective informatics qualifications as follows:
• AgilePM Foundation
• Change Management Foundation
• ITIL – 4 Foundation
• PRINCE 2 Foundation e-learning and exam
• PRINCE 2 Practitioner and exam
Individual participants will be able to enrol on a course directly, providing them with access to a Learning Portal which contains a set of materials, including various exercises and the facility of sitting a mock exam. An exam will be booked for the participant approximately 12 weeks later (via the Portal administrator) and an eLearning licence will be issued to allow access to the exam. Those who successfully complete their exam will receive a qualification via the APMG International Examining Board.
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The Agile Project Management (AgilePM) certification aims to address the needs of those working in a project-focused environment who want to be agile. Agile projects are characterised by highly self-empowered teams delivering products incrementally with a focus on early delivery of real benefits to the business. Unlike more traditional approaches, Agile projects fix time, cost and quality at the early phases of the project and manage contingency by developing a clear view of priorities in collaboration with the business. Based on the proven fundamentals within DSDM, the AgilePM certification lives up to its name by providing users of the method with the core principles needed to facilitate a successful project, whilst allowing a degree of scope and agility that not many other methodologies provide. ILX Group’s Agile Project Management (AgilePM) Foundation e-learning has been fully accredited by the APM Group and will prepare you for the formal examination. What’s included:
• 12 months’ online access to accredited AgilePM Foundation e-learning
• Full tutor support by phone or email for the duration of your learning
Learning Synopsis:
Session 1 – Course Introduction: What is Agile?; Introduction to the basic concepts of AgilePM and its history, along with its eight underlying principles. Session 2– Roles & Responsibilities: Introduces the recommended roles and responsibilities. Session 3 – Instrumental Success Factors, DSDM Process & Products This session examines three key aspects of DSDM, beginning with how ISF’s help bring about a successful outcome. It goes on to look at the process model which supports the method and the products produced throughout the project. Session 4 – Planning & Control This session examines how agile responds to change rather than following a plan and explores planning, testing and the tracking and control concepts. The sessions goes on to outline the DSDM approach to planning and quality throughout the lifecycle. Session 5 – Daily Stand-Ups & Other DSDM Practices A detailed look at the concept of Daily Stand-ups and how AgilePM uses different techniques to improve project communications. Session 6 – Moscow Prioritisation & Timeboxes This session looks at techniques such as the MoSCoW principle and the concept of Timeboxing in an agile project. Session 7 – Exam Technique This session introduces users to the format of the AgilePM Foundation exam and provides some useful tips when taking the examination. Session 8 – Exam Simulator A timed exam simulator, which provides access to a comprehensive database of practice questions.
Open to: FSD PSD Aimed at all staff levels Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
AgilePM Foundation
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The ILX Business Analysis Foundation e-learning prepares you for the BCS Foundation certificate in Business Analysis examination, which is one of four modules required to gain the International Diploma in Business Analysis. The Foundation qualification is aimed at those who want to understand business analysis, support change and improve business processes.
What’s included:
• 12 months’ online access to our Business Analysis Foundation course
• Business Analysis Foundation exam simulator By the end of this course you should have a comprehensive understanding of business analysis, including:
• The role and competencies of a Business Analyst • Investigation techniques, including interviews, observations, workshops and
prototyping
• How to categorise, analyse and manage stakeholders • How to model business processes • Making a business and financial case and assessing feasibility
• How to establish, document and model requirements
Open to: FSD PSD Aimed at Business Analysts, Business Managers, Business Change Managers and Project Managers Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
10-12 hrs Change Management is associated with the effects and management of change; this is a high priority for all organisations, as managing change is important to facilitate successful project implementation. This qualification is based on the theory and application of change for the individual, change for the organisation, communication and stakeholder engagement and change management best practice. Once you have passed the Foundation qualification you can progress to the more advanced Practitioner qualification. Benefits of this Qualification:
• An understanding of factors surrounding people’s reaction to change and the
necessary tools and techniques to help people deal more effectively with change
• The ability to identify the various types of change affecting organisations, and the
Best Practice to support the effective delivery of the organisation’s desired end
results
• The aptitude to engage with stakeholders in a change initiative and deliver effective
communications to build and maintain their engagement
• The tools to assess the impacts of change, to identify and address resistance to
change
• An understanding of the importance of sustaining change and how to embed a
change initiative as an ongoing process
• A solid complement to process-driven methods like PRINCE2® and MSP®
Change Management Foundation exam must be undertaken and passed online via remote web proctor.
Open to: FSD PSD Aimed at those involved in change at any level within an organisation Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
Business Analysis Foundation e-learning (license only)
Change Management Foundation
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10 – 12 HOURS The course is broken into bite-size sessions, combining leading-edge multimedia and interactive exercises for optimum enjoyment and knowledge retention. The course provides delegates with an extensive introduction to the core concepts of ITIL 4. It helps your understanding of the ITIL 4 principles and demonstrates how it can improve an individual’s work and the work of the organisation. What’s included:
• 12 months online access to our accredited ITIL 4 Foundation course
• Full tutor support
• ITIL 4 Foundation exam simulator At the end of the course you will:
• Understand the key concepts of ITIL service management
• Understand how ITIL guiding principles can help organisations to adopt and adapt ITIL service management
• Understand the four dimensions of ITIL service management
• Understand the purpose and components of the ITIL service value system, and the activities of the service value chain, and how they connect
• Understand the key concepts of continual improvement
Open to: FSD PSD Aimed at individuals at the start of their journey in service management or ITSM Managers and aspiring ITSM Managers Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
Managing Successful Programmes (MSP®) is a methodology that comprises a set of principles and processes for use when managing a programme. A programme is made up of a specific set of projects identified by an organisation that together will deliver some defined objective, or set of objectives, for the organisation. The objectives, or goals, of the programme are typically at a strategic level so that the organisation can achieve benefits and improvements in its business operation. Managing Successful Programmes is a framework for successfully delivering large-scale, transformational change through a dossier of related projects and related activities. This elearning will help prepare you for the MSP 5th Edition Foundation examination. The examination is intended to assess whether you can demonstrate sufficient recall and understanding of the MSP programme management framework. By the end of this learning, you should: • Understand key concepts relating to programmes and MSP • Understand how the MSP principles underpin the MSP framework • Understand the MSP themes and how they are applied throughout the programme • Understand the MSP processes and how they are carried out throughout the
programme
What’s included: • 12 months online access to our accredited MSP 5th Edition Foundation course • Full tutor support • The cost of the MSP 5th Edition Foundation examination (must be taken online via
remote proctor within 12 months of purchase)
Open to: FSD PSD Aimed at Programme managers and aspiring Programme managers Project managers/ Senior Project managers. Other key staff involved in the design, development and delivery of projects, including project board members (e.g. executive), project assurance and project support Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
MSP® Foundation e-learning & exam
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This e-learning course is broken into bite-size sessions, combining cutting-edge multimedia and interactive exercises for maximum enjoyment and knowledge retention. This course conforms to the PRINCE2 2017 syllabus. By the end of the PRINCE2 Foundation e-learning course you should be able to:
• Understand key concepts relating to projects and PRINCE2
• Understand how the PRINCE2 principles underpin the PRINCE2 method
• Understand the PRINCE2 themes and how they are applied throughout the project
• Understand the PRINCE2 processes and how they are carried out throughout the project
Whats included:
• 12 months online access to our accredited PRINCE2 Foundation course
• Full tutor support, plus many additional resources to help put PRINCE2 into practice
• PRINCE2 Foundation exam simulator
• PRINCE2 process map
Open to: FSD PSD Aimed at Project Managers, aspiring Project Managers and other key staff involved in the design, development and delivery of projects Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
The Practitioner is the second of two examinations that you must pass to become a Registered PRINCE2 Practitioner. This exam measures whether you can demonstrate sufficient ability to apply and tailor PRINCE2 to the running and managing of a project. A successful Practitioner candidate should, with suitable direction, be able to start applying the method to a real project. This course conforms to the 2017 syllabus. By the end of the PRINCE2 Practitioner e-learning course you should be able to:
• Apply the PRINCE2 principles in context
• Apply and tailor relevant aspects of PRINCE2 themes in context
• Apply and tailor relevant aspects of PRINCE2 processes in context In order to sit the PRINCE2 Practitioner examination you must provide evidence of being a current holder, of one of the following qualifications:
• PRINCE2 Foundation
• IPMA Level B® (Certified Senior Project Manager)
• IPMA Level C® (Certified Project Manager)
• IPMA Level D® (Certified Project Management Associate) Whats included:
• 12 months online access to our accredited PRINCE2 Practitioner course
• Full tutor support, plus many additional resources to help put PRINCE2 into practice
• PRINCE2 Practitioner exam simulator
• PRINCE2 process map
Open to: FSD PSD Aimed at Project Managers, aspiring Project Managers and other key staff involved in the design, development and delivery of projects Although part subsidised by the levy, there will be an extra charge per delegate/ organisation for these courses
PRINCE 2 Practitioner & exam
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Undergraduate Finance/Procurement Student Placements
Each year we invite applications from students wishing to gain a 12 month placement in an NHS organisation and we invite organisations to indicate whether they would like to offer a placement to a student. Successful candidates are invited to attend SDN events suitable for them and also have the opportunity to attend two events designed specifically for them – a Welcome event at the start of their placement followed by a Placement Review and Career Management event towards the end of their placement.
Open to: Undergraduate Students looking for a 12 month placement in either finance or procurement
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Information
Widening Finance Skills MAXIMUM 30 MINUTES FOR EACH MODULE This short course gives non finance staff a clear and simple introduction to NHS finance. It seeks to demystify the financial language and help you to understand how it works. It is suitable for both budget holders and people that are new to finance.
• Introduction to NHS Finance & its Jargon
• Budgeting and Forecasting
• Accounting for Capital
• Delivering Cost Reduction
• Efficient Financial Systems
• Governance and Fraud
• The NHS Tariff
• Patient Level Costing
• The Year-End Process and Accounts To view the modules please click here
Open to: FSD PSD
Finance Basics 3 HOURS TOTAL, SPLIT INTO 10-25 MINUTE SLOTS An introduction to NHS finance aimed at junior finance staff and those new to the NHS to help them understand the range of activities that take place in NHS finance. They are a useful tool for anyone who would like to refresh their knowledge and insight.
• Introduction
• Basic Bookkeeping Part 1
• Basic Bookkeeping Part 2 To view the modules please click here
Open to: FSD PSD
Understanding Informatics MAXIMUM 30 MINUTES This will give all NHS professionals an introduction into the many disciplines across NHS informatics, helping them to understand the various disciplines within informatics and what their key roles are. Clinical Coding for Non-Clinical Coders
• Section 1 - What is Clinical Coding?
• Section 2 - Why we code?
• Section 3 - How we use clinical coding?
• Section 4 - Rules, Regulations & Standards
• Assessment To view the modules please click here
Open to: FSD PSD
Tools for Transformational Change EACH MODULE 10 MINUTES These modules are designed to help NHS professionals gain an understanding of the skills required to help achieve transformational change in the NHS and to help you to understand what works well. They are a useful tool for anyone working in the NHS who wants to refresh their knowledge and insight.
• Establishing credibility quickly
• Business case writing
Open to: FSD PSD
Page 43 of 43
Sustainability for a Greener NHS Climate change poses a major threat to our health as well as our planet. The environment is changing, that change is accelerating, and this has direct and immediate consequences for our patients, the public and the NHS. This is why the NHS has launched the ‘For a greener NHS’ programme, working with our staff, hospitals and our partners. We want to build on the great work being done by trusts across the country, sharing ideas on how to reduce the impact on public health and the environment, save money and – eventually – go net carbon zero. “While the NHS is already a world leader in sustainability, as the biggest employer in this country and comprising nearly a tenth of the UK economy, we’re both part of the problem and part of the solution. Indeed if health services across the world were their own country, they’d be the fifth-largest emitter on the planet. That’s why we are mobilising our 1.3 million staff to take action for a greener NHS, and it’s why we’ll be working with the world’s leading experts to help set a practical, evidence-based and ambitious route map and date for the NHS to reach net zero.” Sir Simon Stevens, NHS Chief Executive Click here for further information and to get involved
Open to: FSD PSD
Stress Management Top tips for Stress Management. Are you feeling overwhelmed, overworked or just plain helpless? Do you feel under-supported and under-appreciated? Is excitement something which a few lucky others experience but you do not? If you answered yes to any of the questions then this is the video for you. To view the video please click here
Open to: FSD PSD
Managing Personal Resilience Resilience is a key skill to help you cope with these uncertain times. Discover how you can be more resilient. To view the video please click here
Open to: FSD PSD
How the Money Flows within the NHS Akeeban Maheswaran, a doctor and member of the Future Focused Finance Close Partnering Delivery Group, has produced an animation showing how money flows around the NHS. This could be a useful tool for anyone needing to explain the complexities of NHS financing in a short, snappy way. The animation is designed to be useful to anyone who works in the NHS, particularly non-finance people (which is where Dr Maheswaran has approached it from). To view the video please click here

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