What is Expected of the Manager?

• Characteristics of a Successful Project – What messages do you get from your organization? What do managers need to do to balance their focus on all the characteristics of a successful project?
• The Manager Role in an Organization – How does the manager role compare to a lower level supervisor role? The importance of “ownership” for managers.

Managing Self and Priorities:

• Part I:
  • The big-picture view of prioritizing – revisiting the Covey Activity Matrix (from AHI’s Level IV course)
  • The ongoing daily approach to meeting priorities – the Allen “Getting Things Done” System
• Part II
  • Productive, non-billable time needs in the firm – determining your most valuable niches for Involvement now and in the future
  • Managing your reputation and career prospects – identifying your career success routes, enlisting Mentors & Feedback Allies, and building your Development Plan

Building Leadership Communication Skills:

• Part I
  • Influence without Authority – using influence skills to build productivity with partners, clients & staff
• Part II
  • Empowering Meeting Leadership & Facilitation Skills
  • Managing Gender Communication Differences – to enhance colleague relationships and assist with building firm retention & engagement

Leading Others – Coaching and Developing Staff:

• Part I
  • On-the-Job Coaching & Development – using a coaching approach to build performance and engagement
  • Performance Feedback & the Art of Delivering it – feedback model and practice for using within on-the-job coaching
  • Delegating for Development versus for Results – distinguishing between delegation approaches covered in AHI Level IV program
• Part II
  • Career Advising & Mentoring Others – skills for holding career conversations and mentoring others’ development in the firm
  • Team Building for Managers & Senior Managers – assessing current team functioning and identifying strategies for productively bringing engagement teams together

Helping the Firm Grow:

• Part I
  • Revisiting Three Levels of Firm Growth (from AHI’s Level IV course) – the manager’s role
  • Expanding Services to Existing Clients – identifying the stages of business relationship development, tactics for building Trusted Advisor status with current clients, and ways to convert that status into new business opportunities
• Part II
  • Adding New Clients through Referrals – assessing your current networking skills & comfort level; building effective new approaches
  • The Technical Professional’s Role in Closing Sales – finding high skill/high comfort ways to aid in direct business development activities within the firm

Note:  Be prepared with a calculator.