Competent Supervision
| Course Code: | 1024 |
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| Dates: | On a date of your choice |
| Venue: | TBA |
| Course Fees: | Available on application |
| CPD Credits: | 14 |
To discuss your requirements or for further information contact us on 01327 858292 or email info@ctp.uk.com
Course Outline
The role of the supervisor is key to achieving both compliance and business performance.
This essential CPD 2 day event is designed to refresh and enhance the essential skills for supervisors and deliver results in terms of the improved performance of their teams. It can be tailored to deliver a refresher on your own firms supervisory standards and, in an additional day. a formal assessment of competence can be undertaken by our skilled and qualified trainers.
Who should attend?
 Anyone who has responsibility, directly or indirectly for managing staff will discover how to effectively:
Properly assess competence
Identify when skills and knowledge need to be improved
Know how to coach staff to improve performance
How delegates will benefit
In your day-to-day role as a Supervisor, you will need to exercise a number of skills to ensure that your team understands what is required of them to deliver a high quality, compliant service to your clients. By attending this course you will refresh your knowledge and learn new ways to: -
Observe your team undertaking their responsibilities, check and analyse their process
Record the information in a way that enables you to provide constructive feedback
Learn about different ways of assessing the knowledge and skills of your team and when to apply them
Understand the techniques of coaching and have the opportunity to practice this skill in a training environment where expert
guidance can be provided
Understand the different levels of supervision from close to normal levels and when to adopt an appropriate regime
Set CPD standards for yourself and your team
Develop your own plan to apply these skills on your return to work
Training Approach
This workshop is uses a combination of trainer input, knowledge sharing with interactive syndicate work and case studies
Group size is kept to a maximum of 12 to facilitate sharing of experience amongst the delegates
Workshop leader:
The tutors running this event will have a combination of experience and skills which we consider necessary to provide credibility and practical experience of the challenges that supervisors experience in real life: -
They will have: -
Worked in the industry in this role
At least 3 years experience of training in this area
Reached our standard in delegate feedback from previous events
They will also normally have an appropriate technical qualification.
Programme Outline
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SESSION
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AIM
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CONTENT
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| Role & Responsibilities of a Supervisor |
To understand the expectations of Supervisors |
- Objectives and importance of effective supervision
- Methods of control and checks on competence
- Improvement of competencies and the links to client
- service and business aspects
- Changing levels of supervision
- For regulated activities - T&C definitions of
training, coaching, assessment, monitoring and evaluation
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| Monitoring Competence |
To analyse staff competence and set suitable competence standards |
- Monitoring key performance indicators, such as sales, errors in documentation, referrals, complaints
- Establishing a supervision framework
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| Reviewing Performance |
To review performance with a team member and agree areas for development |
- Preparation for performance review meetings using data from the KPI’s
- Structure of effective performance reviews
- Gaining agreement to performance issues
- Record keeping and personal development files
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| Assessing Competence |
To evaluate competence and identify development opportunities |
- Methods of assessment within the mortgage selling process
- Objective observation of mortgage interviews
- Providing feedback to improve performance
- Skills practice – observation and feedback to a team member
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Developing Competence through Coaching
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To accurately determine root causes of performance issues and identify development solutions |
- Coaching using the GROW model
- Factors affecting performance in the business environment
- Identifying development needs
- Action planning
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| Coaching Skills Practice |
To practice a structured coaching approach |
- Role play coaching a team member with a performance issue (3 scenarios)
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| Improving Competence through Training |
To construct a practical training framework to improve performance |
- Continuing staff development
- Purpose of keeping up to date and developing new skills
- Prioritising activities
- Planning, validating and recording development
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Training skills practice
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To practice delivering learning solutions |
- Delivery of a learning solution for the team
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Review & Action Planning
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To determine and prioritise actions for supervision on return to the workplace |
- Create a list of key learning points
- Identify actions to be taken back in the workplace
- Discuss how best to implement those actions
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For further information please e-mail info@ctp.uk.com
Booking
If you are interested in booking this course, or if you have any questions, please call call us on 01327 858307.
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